CITI Bank Jobs Relationship Analyst

October 17, 2024 admin

CITI Bank Jobs Relationship Analyst

Organization: CITI Bank

Position: Relationship Analyst

Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in analysis, problem solving and communication to Citi’s Loan’s processing Team.

By Joining Citi, you will become part of a global organization whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Team/Role Overview

The Relationship Analyst is an intermediate-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions, and other types of financial transactions in coordination with the Institutional Banking team.

The Relationship Analyst also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.

What you’ll do

Build relationships with various internal and external audiences to ensure timely problem resolutions and to provide support for a range of audience needs and services.
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
Partner with Product Partners and Relationship Managers to perform various activities for Know Your Client (KYC) requirements, including timely origination, monitoring, renewals and completion across all product and marketing levels
Facilitate credit originations, credit allocation, approvals, documentation, bookings, fee collections and renewals for Standby Letters of Credit and justify exceptions, as well as credit allocation from Parent Account Management teams and Credit Risk Management
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.
Assist in the preparation of support discussions for clients, ensures designee approvals/deferrals in place, and ensure discussion is lodged in Citi Risk Approvals
Maintain and ensure that portfolios have correct marketing levels and legal structure reported in the appropriate systems.

What we’ll need from you

2-5 years of relevant experience
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
Series 7 and 63 licenses

Education: Bachelor’s degree/University degree or equivalent experience

Location: Karachi Apply