Vacancy title:
Relationship Analyst
Jobs at:
CitiDeadline of this Job:
02 June 2022
Summary
Date Posted: Friday, May 20, 2022 , Base Salary: Not Disclosed
JOB DETAILS:
Relationship Analyst
Team Description:
The Hub Managed Countries (HMC) and Financial Institutions Group (FIG) is seeking a Relationship Analyst to support BCMA senior coverage offers and relationship managers in the delivery of client solutions.
Relationship Analyst Description:
The Relationship Analyst is a junior position that is integral to the corporate banking coverage teams with the core responsibility of working closely with relationship managers, risk partners, product partners, Citi’s global network and clients to lead and manage day to day internal and externally facing client activities that are the backbone of Citi’s relationships with clients and fundamental to Citi’s regulatory compliance initiatives.The relationship analyst needs to develop and leverage a breadth of contacts in support of Banking, Capital Markets and Advisory overall business growth strategies.
Responsibilities:
• Facilitate credit originations, credit allocation approvals, documentation (parent guarantees, loan and transaction documentation, etc)
• Seek risk approvals and support risk processes globally including a key role as part of the first line of defense in critically thinking about advocacy for credit requests to our risk team and supporting periodic credit documentation (e.g. where support is needed for annual reviews and international risk processes (e.g. CEP)
• Partner with product partners and relationship managers to perform various Know Your Client (KYC) requirements including timely origination, monitoring, renewals and completion across all product and marketing levels
• Assist with banker activities including making relationship decisions and assisting in closing transactions as needed
• Assist bankers with preparation of relationship reviews and client portfolio data
• Build relationships with various internal and external audiences to ensure proactive client support and communication, timely problem resolution and overall contributions to positive overall client experience
• Support corporate banking teams on broader franchise projects and initiatives
• Appropriately assess risk and returns when business decisions are mane demonstrating consideration for the firm’s reputation and safeguarding Citi and its clients and assets by driving compliance with applicable laws, rules and regulations, adhering to police, applying sound ethical judgement regarding personal behaviour, conduct and business practices and escalating, managing and reporting control issues with transparency.
• Perform financial and operational investigations, including credit, foreign exchange, cash management and trade services, ensuring timely resolution and client satisfaction
• Assist Banker with the preparation of relationship reviews and client portfolios
• Identify revenue opportunities, position certain products with clients and monitor billing and service queries, as well as correct mapping/marketing hierarchies in Citi Investment Strategies (CIS) to ensure revenues earned from all products are appropriately reflected.
Qualifications:
• 2+ years of transaction banking experience with focus on customer services, transaction services preferred
• Some credit skills/experience (e.g. financial accounting, industry awareness and interest, loan structuring, etc) preferred, but with good analytical aptitude and desire to learn, sound judgement required
• Prior experience with KYC for FIG clients is a plus
• Excellent verbal and written communication skills
• Understanding the bank’s credit culture, adhering to credit policies and guidelines and documenting and justifying exceptions, where appropriate
• Consistently client focused and results oriented
• Demonstrated information resourcefulness and a high level of attention to detail
• Consistently demonstrate follow-up and organizational skills
• Consistently demonstrate clear and concise written and verbal communication
• Proven planning, negotiation and analytical skills
• Consistently demonstrate a professional attitude
Education:
• Bachelor's degree/University degree with minimum second upper honours
Work Hours: 8
Experience in Months: 24
Level of Education: Bachelor Degree
Job application procedure
Interested and qualified? Go to Citi on jobs.citi.com to apply
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