Relationship Associate – Healthcare, Higher Ed & Nonprofit – AVP

Citi

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

Posted 5/15/2026full-timeNew York City • California, New York • 🇺🇸 United StatesJuniorMid-Level💰 $88,400 - $132,600 per yearWebsite

About the role

Key responsibilities & impact

Builds relationships with client network and operational teams, becoming a key contact for internal requests/problem escalation and resolution
Ensures timely completion of Know Your Client (KYC) and other regulatory requirements, in partnership with product partners and Relationship Managers (RM)s
Helps clients to access Citi’s global network, locating local coverage and product support across the globe
Works with RMs and product partners to on-board new clients/new subsidiaries and KYC/initial credit set-ups completed
Coordinates credit requests and approvals from Citi’s global network
Engages with product partners and Citi’s global network to identify revenue opportunities and to position certain products with clients
Ensures periodic support discussions are held with clients and are correctly documented
Maintains correct client legal and marketing hierarchies
Partners with Credit Admin team to ensure credit documentation is kept current: FX, derivatives, Loans, LCs and other credit-related documents
Partners with Credit Admin team to monitor usage of credit lines, and partnering with Independent Risk during client Annual Reviews
Assists in implementation of cash transactions for Banker
Appropriately assess risk when business decisions are made, demonstrating particular 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 behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Requirements

What you’ll need

3-5 years relevant experience
Knowledge of Cash Management and Treasury products; track record of providing sound solutions to clients
Strong Pipeline and Relationship Management experience
Strong organizational skills
Excellent interpersonal, communication and influencing skills
Proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure, and seamless client experience
Strong analytical and problem-solving skills, MS Word, Access, Excel, and PowerPoint

Benefits

Comp & perks

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Cash ManagementTreasury productsKYCcredit documentationFXderivativesLoansLCsanalytical skillsproblem-solving skills

Soft Skills

relationship managementorganizational skillsinterpersonal skillscommunication skillsinfluencing skillsproactive approachclient experienceproblem-solvingcollaborationrisk assessment