Strategic Associate Banker Lead
4 weeks ago
The Associate Banker is a strategic professional who plays a key role in driving business growth and development within Citibank. This role requires a deep understanding of investments and banking products, as well as excellent communication and diplomacy skills to guide and influence colleagues and external customers.
Key Responsibilities:
- Assist the Banker in creating sales and marketing strategies to generate revenue growth and acquire new clients.
- Conduct research, generate leads, and develop prospects to support the Banker in deepening client relationships.
- Organize pre-call planning, post-meeting notes, and maintain client call records to ensure accurate tracking and reporting.
- Provide day-to-day support to the Banker on documentation, such as account opening and closing, loan disbursals, and other relevant tasks.
- Ensure compliance with applicable laws, rules, and regulations, and adhere to Citigroup's policies and procedures.
Qualifications:
- 6-10 years of experience in investments and banking.
- Knowledge of investments and banking products is required.
- Ability to manage relationships and multitask is essential.
Education:
- Bachelor's/University degree, Master's degree preferred.
- FINRA SIE, Series 7, Series 66 (or 63 + 65) required.
Job Family Group: Private Client Coverage
Job Family: Private Banker Support
Time Type: Full time
Primary Location: Miami Florida United States
Primary Location Full Time Salary Range: $119,600.00 - $182,000.00
Citibank offers competitive employee benefits, including medical, dental & vision coverage, 401(k), life, accident, and disability insurance, and wellness programs.
Citibank 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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