Officer, Relationship Associate, Csg, Citi

6 months ago

Melbourne, Australia Citi Full time

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.

We attract and nurture local talent from all over the world, ensuring our people are both deeply attuned to regional needs but also bring a global mindset to help clients, communities and nations move forward. Our culture is fuelled by men and women with the passion to push beyond borders and boundaries, and the wisdom and courage to do what’s right.

Citi Commercial Bank (CCB) business aspires to be the bank of choice for internationally-oriented, mid-sized companies within Citi’s footprint. CCB serves clients with sales between $10MM and $1Bn within target industries that value Citi’s distinctive global network and product capabilities. CCB’s aim is to act as a trusted thought partner to support our clients’ growth by providing access to the full suite of banking solutions - including lending, trade, cash management, FX and advisory services.

CCB embodies our unique purpose as the global bank of choice for trade-oriented, mid-sized companies who see us as trusted thought partners that bring simplicity in an increasingly complex world, client-centric solutions for long-term growth and pave the way for them to reach across borders and achieve their global vision. The Commercial Subsidiary Group or CSG is the network that manages and develops the banking relationships for multinationals in Australia.

The Relationship Associate is a developing professional role supporting Senior Relationship managers with complex client portfolios in the Multinational space. As an Associate, you will assist in the seamless delivery of solutions and support the provision of proactive client coverage together with managing a portfolio of emerging relationships. Our Relationship Associates form part of the foundation of our relationship management teams and represent the pipeline from which we’ll grow our next generation of leaders. This is a fantastic opportunity for someone looking to gain exposure to a world class banking platform and develop their skills and talents over time in order to develop a successful career within Citi.

**Key responsibilities will include**:

- Working with various Commercial Subsidiary Group (CSG) relationship managers to support clients in every step of their relationship — from on-boarding and preparation of EUDDs and various credit memos for submission to credit approvers and committees.
- Learning about a broad range of industries and developing a deep level of expertise on Citi’s credit, policies and practices.
- Manage and grow a portfolio of emerging relationships, with a focus on delivering best in class service and the origination of business opportunities within this portfolio.
- Conducting research on prevailing industry and market conditions that are key inputs into the CCB’s business development activities.
- Generously supporting the growth of the CSG business, devoting time to helping RMs develop pitch materials, marketing proposals and other new opportunities.
- Being the go-to for information on local regulations to ensure the business achieves the highest compliance and audit results.
- Cultivating their own position as a future leader within the business community, getting involved in local organizations to start building a strong network.
- Support the monitoring and tracking of key business initiatives.
- Support the CSG Country Head with business planning and analysis.
- Take the lead in the on boarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met.
- Managing daily administrative duties and processes associated with the management of a portfolio of clients.

**Key skills and experiences required**:

- At least 1-3 years of relationship management and credit experience, sound understanding of finance and accounting fundamentals, together with some exposure to; transaction banking, loans and financial markets (FX and derivative)
- Knowledge of, and ability to complete AML and KYC processes.
- The ability to understand the part they play in building a strong CCB/CSG culture that enables our teams to deliver remarkable experiences to our clients.
- The ability to thrive in an entrepreneurial organizational structure and add value by bringing an optimistic, proactive approach to the work they do.
- The ability to go beyond immediate business silos to build their network.
- Confidence and drive to own developing high quality, client ready information with

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