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Citi

Associate, Commercial Banking – Healthcare, Higher Ed & Nonprofit

Citi

. Cover a portfolio of 40-50 clients with Analysts, Associates, Vice Presidents, and senior Credit Officers .

Posted 10/13/2026full-timeUnited StatesJuniorMid-Level💰 $130,000 - $145,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial modeling, financial data analysis, and risk assessment while effectively managing client relationships and supporting junior analysts' development. Proficient in compliance with laws and regulations within the nonprofit sector.

Highest-signal resume keywords
Financial ModelingFinancial Data AnalysisClient Relationship ManagementRisk AssessmentPresentation Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial AnalysisDue DiligenceRisk AnalysisCompany ResearchIndustry Analysis
Soft Skills
Analytical SkillsProblem-Solving SkillsTraining and Development
Tools & Technologies
MS WordMS AccessMS ExcelMS PowerPoint
Certifications & Qualifications
Series 63 LicenseSeries 79 LicenseSIE
Industry Keywords
Nonprofit SectorLoan StructuringSyndicationsTreasury ServicesTrade Services

About the role

Key responsibilities & impact
  • Cover a portfolio of 40-50 clients with Analysts, Associates, Vice Presidents, and senior Credit Officers
  • Contribute to and review all facets of deal execution, including financial analysis, financial modeling, risk analysis, and due diligence for credit extensions
  • Support senior bankers in managing client relationships
  • Interact with Loan Structuring & Syndications, Commodities, Treasury & Trade Services, and operations functions to deliver integrated financial solutions
  • Assist with training and professional development of junior Analysts
  • Conduct company research and industry analysis within the nonprofit sector
  • Assess risk, drive compliance with applicable laws, rules, and regulations, apply ethical judgment, and manage and report control issues

Requirements

What you’ll need
  • 1-2 years of associate work experience
  • Proficiency in financial modeling and financial data analysis is required
  • Strong presentation skills
  • Strong analytical and problem-solving skills
  • MS Word, Access, Excel, and PowerPoint proficiency
  • Obtain Series 63 and 79 licenses, and pass SIE, within 150 days of joining
  • Bachelor's/University degree is required

Benefits

Comp & perks
  • Discretionary and formulaic incentive and retention awards
  • 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