Global Subsidaries - Relationship Analyst
Posted on :
27-06-2024
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1 Vacancy
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Job Description
- Perform financial and operational investigations, including credit, foreign exchange, cash management and trade services, ensuring timely resolution and client satisfaction.
- 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.
- Appropriately assess risk when business decisions are made.
Employment Type
Full Time
Department / Functional Area
Key Skills
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