Relationship Analyst
Citi
Job Overview
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Job Description
Overview
The Relationship Analyst is an intermediate-level position supporting Relationship Managers at Citi. In this role, you will assist clients with a variety of matters including navigating Citi’s vast network, addressing routine credit queries, and coordinating account structures to assist with daily banking needs.
Team/Role Overview
You will join the Corporate Banking team in Tel Aviv, Israel, serving the largest clients with complex banking requirements.
What You’ll Do
- Partner with Product Partners and Relationship Managers for KYC requirements.
- Provide assistance for account maintenance and daily banking needs.
- Support corporate business development and manage time sensitive inquiries.
- Perform financial and operational investigations including credit and foreign exchange.
- Assist in relationship and portfolio review preparations.
- Facilitate credit originations, approvals, and documentations with a focus on risk compliance.
What We’ll Need From You
- 3-5 years of relevant experience.
- Strong client focus and results orientation.
- High attention to detail with excellent communication skills.
- Proven planning, negotiation and analytical skills.
What We Can Offer You
This role offers in-depth knowledge of financial operations, broad client facing experience and opportunities for cross product exposures across global markets. Enjoy benefits such as a generous holiday allowance, private medical insurance, and an Employee Assistance Program.
Key skills/competency
- Client Management
- Credit Analysis
- KYC
- Account Maintenance
- Risk Compliance
- Financial Investigation
- Operational Analysis
- Relationship Building
- Communication
- Negotiation
How to Get Hired at Citi
- Research Citi's culture: Study their mission and employee testimonials.
- Tailor your resume: Highlight client management and KYC experience.
- Prepare for technical questions: Review financial services operations and credit fundamentals.
- Practice behavioral insights: Prepare examples demonstrating communication and negotiation skills.
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