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Citi Group Relationship Associate - Commercial Bank 
Czechia, Prague, Prague 
668192938

03.09.2024

The primary responsibility of the Relationship Associate will be to support the Relationship Managers in servicing the banking & financing needs of Mid-Market clients, deepening existing client relationships and acquiring & onboarding new commercial banking clients' across the Czech Republic, predominantly in Business & Professional Services sector.


Key Skills & Responsibilities:

  • Builds relationships with Citi network and operational teams, becoming a key contact for client requests, internal requests/escalation and resolution.

  • Support clients to access Citi's global network, locating local coverage and product support across Citi's global network of 96 countries.

  • Work closely with 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

  • Develop and maintain strong ties with Commercial Banking teams across the globe, in particular CCB colleagues working across the same sector vertical (Business & Professional Services) and CCB colleagues supporting subsidiary businesses overseas (Commercial Subsidiaries Group).

  • Understanding of key commercial banking processes & solutions, including Transactional Banking, FX, Trade, Treasury, Working Capital and Lending products.

  • 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.

  • Manage existing portfolio of key client relationships for transaction level support. Close co-ordination with Product partners, Transaction Management, Credit Risk management Services (CRMS) and the Documentation Unit (DCU) for credit line set up and alignment, ensuring that approvals obtained are in line with requirements under the Risk Policy and ensure timely resolution of data exceptions (facility excess or unmatched transactions)

  • Primary point of contact for client onboarding, working on customer due diligence, internal system set up and record creation for both new, existing and prospective clients. Liaise both with the client and internal KYC / AML teams to handle requests and documentation related to client on-boarding

  • Close interaction with operational teams throughout the KYC renewal process. Ensure sufficient controls are in place for all new and existing clients, through the established KYC / AML process and lead any control or remediation requirements

  • Responsible for driving client opportunities through CRM, initiate CRM workflow for account opening and other Treasury & Trade Solution (TTS) products. Take ownership of all documentation related queries and wider implementation during onboarding phase

  • Co-ordinate / maintain account structures - assist with account opening/closing and excess management

  • Share regulatory, market and product updates as well as training seminars with the client on a timely basis

  • Assist bankers in the co-ordination of ad-hoc regulatory/data review exercises, and help with data stream lining exercises, making the necessary system adjustments where appropriate

Knowledge/Experience:

  • Previous banking experience. Working within Commercial/Corporate banking is desirable

  • Experience in a Client Relationship role or client facing role

  • Knowledge of general banking processes, onboarding processes and cash management & liquidity

  • Fluency in Czech and English


Education:

  • Educated to degree level or equivalent

Competencies:

  • Build Strong Client Relationships. Customer interaction/service.

  • Effective collaboration with Commercial Banking product partners

  • Project Management

  • Controls & compliance

  • Proficiency with Microsoft and CRM applications

  • Understanding of implementation/on-boarding process advantageous


We recognize talent comes from a wealth of experience and ideas beyond just the technical specifications of a role. If you feel like you can make a meaningful impact even if you don't necessarily check all the listed requirements,please still consider applying. Diversity of experience and skills supplemented with drive are cornerstones to innovation and excellence and we

Commercial Sales Support


Time Type:

Full time

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