Citi · 1 day ago
Mid-Corporate Services, Relationship Associate, VP
Dallas, TX
Full-time
Hybrid
Mid, Senior Level
$103K/yr - $155K/yr
6+ years expCiti is a leading global bank, and they are seeking a Relationship Associate to build and maintain client relationships while ensuring compliance with regulatory requirements. The role involves coordinating with internal teams, managing credit documentation, and identifying revenue opportunities to enhance client services.
BankingFinanceFinancial Services
Responsibilities
Builds relationships with client network and operational teams, becoming a key contact for internal requests/problem escalation and resolution
Ensures timely completion of Know Your Client (KYC) and other regulatory requirements, in partnership with product partners and Relationship Managers (RM)s
Helps clients to access Citi’s global network, locating local coverage and product support across the globe
Works with RMs and product partners to on-board new clients/new subsidiaries and KYC/initial credit set-ups completed
Coordinates credit requests and approvals from Citi’s global network
Engages with product partners and Citi’s global network to identify revenue opportunities and to position certain products with clients
Ensures periodic support discussions are held with clients and are correctly documented
Maintains correct client legal and marketing hierarchies
Partners with Credit Admin team to ensure credit documentation is kept current: FX, derivatives, Loans, LCs and other credit-related documents
Partners with Credit Admin team to monitor usage of credit lines, and partnering with Independent Risk during client Annual Reviews
Assists in implementation of cash transactions for Banker
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
Qualification
Required
6-10 years relevant experience/knowledge of banking and investment products and process
Proven track record of providing sound banking and financial advice and solutions to clients
Demonstrates core credit skills
Knowledge of accounting, finance and credit
Ability to work effectively in team setting
Relationship management experience
Demonstrates an intermediate level of Early Warning Detection skills
Demonstrates ability to close deals and proficiently manage the credit origination process, gather and maintain credit documentation and monitor accounts
Demonstrates advanced understanding of accounting principles, financial modeling, and statement analysis
Excellent interpersonal, communication and influencing skills
Highly focused, able to rapidly identify key priorities, clearly communicate the priorities
Experience creating new business opportunities with existing clients and able to demonstrate innovative approaches to meeting clients' needs
Able to quickly adapt priorities based on the latest data insights
Must have a sharp business development focus and demonstrative innovative approaches
Bachelors degree, potentially Masters degree
Benefits
Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
Company
Citi
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
10001+ employees
H1B Sponsorship
Citi has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1386)
2024 (849)
2023 (1375)
2022 (1117)
2021 (876)
2020 (901)
Funding
Current Stage
Late StageLeadership Team
James Monahan
Managing Director / Global Head of Asset Servicing
Naveed Sultan
Managing Director, Chairman, Institutional Clients Group
Recent News
2026-01-20
2026-01-15
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