Role at a glance
- Job function
-
Banking, Payments & Insurance Retail & Commercial Banking
- Salary
- Not Disclosed
- Location
- Shanghai Shanghai China
- Work arrangement
- Hybrid
- Employment
- Full-time
- Experience
- 5-8 years of experience
- Education
- Bachelor's/University degree or equivalent experience
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Role Summary
The Associate supports Senior Relationship Managers in servicing the banking and financing needs of international Mid-Market clients. The role helps manage client relationships and portfolios, support day-to-day banking needs, and onboard and acquire commercial banking clients.
What You'll Do
- Support Senior Relationship Managers in managing assigned client portfolios and providing day-to-day banking and operational support.
- Build relationships with Citi network and operational teams, and serve as a contact for client requests, internal requests, escalations,...
- Monitor product implementation and client onboarding, manage the sales CRM platform, and coordinate adherence to KYC standards and...
- Analyze client relationships, risks, and opportunities; assist with credit applications, financial spreading, deal structuring, returns...
- Join client calls and help prepare pitch books and meeting materials to support solutions assessments and new-client acquisition.
- Collaborate with global Commercial Banking colleagues, product teams, and Underwriting and Risk teams, while administering client credit...
Generated from the employer's posting. Verify important details before applying.
View full postingQualifications
Previous banking experience; experience in a client relationship or client-facing role; sales, presentation and communication skills; analytical and credit skills; high self-motivation; knowledge of general banking processes and a general understanding of commercial banking solutions; ability to build and develop strong client relationships; effective collaboration with Senior Relationship Managers and Commercial Banking partners; analytical and problem-solving skills; proficiency with Microsoft and CRM applications.
Preferred
- Working within Commercial/Corporate banking is desirable.
Original job description
Content provided by the employer
Original job description
Content provided by the employer
Citi Commercial Bank offers its clients the convenience, a global banking network, thought leadership and global financial capabilities of Citi. We deliver extensive industry knowledge, local expertise and dedicated service support to Mid-Market companies, with an international footprint. We are focused on providing banking and financial solutions to our clients across 5 key growth industries - Business & Professional Services, Industrials, Digital, Technology & Communications, Consumer and Healthcare.
The primary responsibility of the Associate will be, in cooperation with the Senior Relationship Managers, servicing the banking & financing needs of international Mid-Market clients, deepening existing client relationships and acquiring & onboarding new commercial banking clients.
Responsibilities:
- Build relationships with Citi network and operational teams, becoming one of the key contacts for clients’ requests, internal requests/escalation and resolution.
- Support Senior Relationship manager in management of assigned portfolio of clients.
- Work closely with Senior Relationship Managers to ensure we provide a 'Client First' approach and help to deliver outstanding day to day banking & operational support to our Mid-Market clients.
- In cooperation with Senior Relationship Manager calls on clients and maximise ‘One Citi’ client experience, by proactively leveraging and sharing Citi’s market leading insights, global network and solutions.
- Monitor and support products’ implementation processes, clients on-boarding process and manage sales CRM platform.
- Liaise with Relationship Associate to ensure adherence to global KYC (Know Your Customer) standards during the onboarding process and, on an ongoing basis, ensuring the appropriate compliance deliverables are met.
- Develops and maintains strong ties with Commercial Banking teams across the globe, in particular CCB colleagues working across the same sector vertical, CCB colleagues supporting subsidiary businesses overseas (Commercial Subsidiaries Group). Collaborate and work closely with various product teams (cash sales, trade finance, markets, corporate finance), Underwriting / Risk teams.
- Work with Senior Relationship Managers to analyse client relationships, risks & opportunities, assists with credit application write-up, financial spreading, deal structuring, returns calculation, documentation review & preparation. Administrate the credit relationship of clients, ensuring the proper application of policies and institutional processes.
- Understand key commercial banking processes & solutions, including Transactional Banking, FX, Trade, Treasury, Working Capital and Lending products.
- Support Senior Relationship Managers on solutioning assessment, preparation of pitch books and meeting materials, assists with new clients’ acquisition.
- Work collaboratively with key internal stakeholders across CCB, share best practice across teams in order to deliver 'best in class' relationship management to new and existing clients.
- Appropriately assess risk when business decisions are made, demonstrating 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 behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
- 5-8 years of experience
- Previous banking experience
- Working within Commercial/Corporate banking is desirable.
- Experience in a Client Relationship role or client facing role.
- Sales, presentation and communication skills. Focus on first class service quality.
- Analytical and credit skills
- High level of self-motivation
- Knowledge of general banking processes, general understanding of commercial banking solutions
- Ability to build & develop strong client relationships.
- Effective collaboration skills with Senior Relationship Managers and Commercial Banking partners
- Analytical and problem-solving skills.
- Proficiency with Microsoft and CRM applications
Education:
- Bachelor's/University degree or equivalent experience
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Job Family Group:
Commercial and Business Sales------------------------------------------------------
Job Family:
Relationship Management------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
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About the company
Citi
Large Enterprise
Citi is a global financial services corporation that offers a wide range of financial products and services, including consumer banking, credit, investment banking, and wealth management. With a presence in nearly 100 countries, Citi serves millions of customers, from individuals and small businesses to large corporations and governments. The company is dedicated to innovation and sustainability, actively working to support economic growth while addressing environmental and social challenges. Citi’s commitment to providing exceptional service and fostering diverse talent makes it a prominent choice for students aspiring to build a career in finance and banking.