Commercial Bank Relationship Associate; NBFI - AVP

Position: Commercial Bank Relationship Associate (NBFI) - AVP
Location: Greater London

## Commercial Bank Relationship Associate (NBFI) - AVPApplyremote type:
Hybrid locations:
London United Kingdom time type:
Full time posted on:
Posted Todaytime left to apply:
End Date:
July 23, 2026 (13 days left to apply) job requisition :
Citi Commercial Bank (CCB) has operations in over 40 countries with local expertise contributed by in-country commercial bankers. CCB embodies our unique purpose as a global bank of choice for trade oriented, mid-sized companies who see us as trusted thought partners that bring simplicity and efficiency in an increasingly complex world, client-centric solutions for long term growth and pave the way for them to reach across borders and achieve their global vision.

CCB UK targets clients with revenues between US $100MM – US $3BN and supports a range of financial solutions: treasury and trade solutions; term and working capital financing, and foreign exchange and interest rate derivatives products.

The Relationship Associate position is a critical role providing direct support to Relationship Managers in managing banking needs of Mid-Market clients, deepening client relationships and supporting the acquisition  and onboarding of new clients across the UK Industrials sector. This role is a key contact for Mid-Market clients providing day to day support for all their banking needs.

Key Skills & Responsibilities:
* Work closely with Relationship Managers to provide a ‘client first’ approach and help to deliver outstanding day to day banking and operational support to Mid-Market clients.
* Effectively collates client information and anticipates bankers' needs to support productive client and prospect discussions. Confidently represents Banking coverage during client meetings.
* Supports the engagement and introduction of local coverage teams; assists clients when navigating extensive Citi network, engaging appropriate local coverage and product and service support and delivery.
* Builds relationships across the Citi network and operational teams, becoming a key contact for client requests, internal requests/escalation and resolution.
* Work collaboratively with internal stakeholders across Citi to share best practices across teams in order to deliver ‘best in class’ relationship management to new and existing clients.
* Strong understanding of Commercial Banking processes and solutions, including Transactional Banking, FX, Trade, Treasury, Working Capital and Lending products. Able to identify and further cross sell across the Citi product suite.
* Manage existing portfolio of key client relationships for transaction level support. Close coordination with Product partners, Transaction Management, Credit Risk Management Services (CRMS) and the Documentation Unit (DCU) for credit line set up and availment, 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.
* Efficiently navigates internal systems and applications in order to obtain, store and manage data in relation to credit, KYC, account management and client reporting.
* Viewed by client as key relationship person for routine banking queries, documentation requirements, problem escalation and identification of solutions to client issues.
* Plays a key role in driving customer satisfaction. Independently monitor service escalations and where appropriate resolves or engages senior support on issues.
* Demonstrates the ability to adapt and moderate communication style to effectively coordinate Bankers, Product, Commercial Lending Management, Operations and Global Network…