Relationship Associate

Citi

. Build relationships with client network and operational teams .

Posted 9/21/2026full-timeLos Angeles • California • United StatesJuniorMid-Level💰 $83,920 - $125,880 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Cash Management and Treasury products, with a strong focus on Relationship Management and client onboarding. Proficient in regulatory compliance, KYC processes, and leveraging CRM tools to enhance client interactions and drive revenue opportunities.

Highest-signal resume keywords

Cash Management KnowledgeRelationship ManagementSalesforce ProficiencyAnalytical SkillsRegulatory Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

KYC ProcessesCredit DocumentationDue Diligence CoordinationCredit-Line MonitoringCash Transaction Implementation

Soft Skills

Interpersonal SkillsCommunication SkillsOrganizational SkillsProblem-Solving SkillsInfluencing Skills

Tools & Technologies

SalesforceCRMMS WordMS AccessMS ExcelMS PowerPoint

Industry Keywords

Client OnboardingRevenue OpportunitiesOperational TeamsCredit ApprovalsEthical Judgment

About the role

Key responsibilities & impact

Build relationships with client network and operational teams
Serve as a key contact for internal requests, problem escalation, and resolution
Ensure timely completion of KYC and other regulatory requirements
Help clients access Citi’s global network and locate local coverage and product support
Work with Relationship Managers and product partners to onboard new clients and subsidiaries
Coordinate due diligence requirements for credit approvals and closings
Identify revenue opportunities and position products with clients
Ensure periodic client support discussions are held and documented
Maintain correct client legal and marketing hierarchies
Keep credit documentation current, including FX, derivatives, loans, and letters of credit
Monitor credit-line usage and support client annual reviews
Assist in implementing cash transactions for bankers
Assess risk, drive compliance, apply ethical judgment, and escalate control issues transparently

Requirements

What you’ll need

6-10 years relevant experience
Knowledge of Cash Management and Treasury products
Track record of providing sound solutions to clients
Strong Pipeline and Relationship Management experience
Knowledge of Salesforce and CRM (Deal Entry System)
Experience partnering with stakeholders to achieve goals
Strong organizational skills
Excellent interpersonal, communication and influencing skills
Proactive approach in strengthening business relationships with clients
Strong analytical and problem-solving skills
Proficiency in MS Word, Access, Excel, and PowerPoint
Bachelor’s degree; potentially Master’s degree

Benefits

Comp & perks

Discretionary and formulaic incentive and retention awards
Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid vacation time
Paid sick leave
Paid holidays