Associate Banker SAFE Act Professional
2 days ago
The Associate Banker SAFE Act is a senior-level role that requires a seasoned professional with in-depth knowledge of banking and finance. The successful candidate will contribute to the development of new techniques and improve processes and workflows for the area or function.
Key Responsibilities- Assist the Banker in creating sales and marketing strategies to generate revenue growth and acquire new target clients, with a focus on investments.
- Conduct new client/prospect research, generate leads, and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events.
- Profile, qualify, and convert prospects into Citi Private Bank clients.
- Organize client meetings, including pre-call planning, post-meeting notes, and maintaining client call records.
- Deepen existing client relationships through in-depth analysis.
- Provide accurate and timely revenue tracking and deal pipeline reports.
- Support the Banker with documentation, such as account opening and closing, loan disbursals, and client inquiries.
- 5-8 years of experience in banking and finance.
- Knowledge of investments is required; banking and credit products desirable.
- Ability to manage relationships both internal and external.
- Ability to multi-task and prioritize tasks.
Citi offers a competitive salary range of $88,000 to $182,000, plus discretionary and formulaic incentive and retention awards. We also offer a comprehensive benefits package, including medical, dental, and vision coverage, 401(k), life, accident, and disability insurance, and wellness programs.
Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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