Strategic Associate Banker Lead

4 weeks ago


Miami, United States Citibank Full time

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.



  • Miami Beach, Florida, United States The Jills Zeder Group at Coldwell Banker Full time

    We are seeking a highly motivated and analytical licensed real estate sales associate to join our top-performing luxury real estate team at The Jills Zeder Group at Coldwell Banker. The ideal candidate will have an active FL real estate license, superior analytical and writing skills, excellent customer service, and the ability to learn quickly in a...

  • Account Officer

    3 months ago


    North Miami Beach, United States IDB Bank - Israel Discount Bank Of New York Full time

    Israel Discount Bank of New York, a mid-size financial institution is looking for an international Private Banker to support the banks strategic growth in the Florida region. Ideally a banker that focuses on these Countries: Venezuela, Panama, Colum International, Officer, Banker, Private, Account, Client Relations


  • miami, United States The Jills Zeder Group at Coldwell Banker Full time

    We are seeking a highly motivated and results-driven Luxury Real Estate Sales Associate to join our team at The Jills Zeder Group at Coldwell Banker. As a key member of our luxury real estate team, you will be responsible for providing exceptional customer service, navigating complex transactions, and driving sales growth.Key Responsibilities:Prepare homes...

  • Universal Banker

    4 weeks ago


    Miami, Florida, United States BankUnited Financial Corporation Full time

    Job SummaryWe are seeking a highly skilled and motivated Universal Banker to join our team at BankUnited Financial Corporation. As a Universal Banker, you will be responsible for performing a variety of tasks, including receiving and processing customer transactions, maintaining accurate records, and providing exceptional customer service.Key...

  • Strategic Lead

    4 weeks ago


    Miami, Florida, United States Royal Caribbean Group Full time

    Join Our TeamAbout the RoleAs a Strategic Lead at Royal Caribbean Group, you will be responsible for supporting the creation and development of the company's Strategic Plan, working with company leaders and stakeholders around the company. You will also prepare and evaluate financial models for economic/financial research and analyses for development of...


  • Miami, Florida, United States Royal Caribbean Group Full time

    About Royal Caribbean GroupRoyal Caribbean Group is a leading cruise line operator with a diverse portfolio of brands. We are seeking a highly skilled and experienced professional to join our Corporate Development team as an AVP, Corporate Development.Key ResponsibilitiesAs a key member of our Corporate Development team, you will be responsible for leading...


  • Miami, United States Royal Caribbean Group Full time

    Position Summary A Lead is a critical member of Royal Caribbean Group's Corporate Strategy team focused on supporting corporate, brand, and functional leaders navigate a dynamic operating environment and execute complex organizational initiatives, while also working cross-functionally to set the long-term strategic vision for the corporation. Functioning...

  • Senior Private Banker

    2 months ago


    Miami, United States Leeds Professional Resources Full time

    Our client is seeking a Private Banker at the VP or SVP level to join their team! This role requires experience managing relationships with HNWI. Responsibilities: Grow the client base through networking and building around the core capabilities of tailored lending to meet the clients' needs for liquidity, access to the world's leading equity, fixed income...


  • miami, United States Leeds Professional Resources Full time

    Our client is seeking a Private Banker at the VP or SVP level to join their team! This role requires experience managing relationships with HNWI. Responsibilities: Grow the client base through networking and building around the core capabilities of tailored lending to meet the clients' needs for liquidity, access to the world's leading equity, fixed income...


  • Miami, Florida, United States Seacoast Bank Full time

    Job SummaryAs a seasoned Commercial Real Estate Banker II at Seacoast Bank, you will play a critical role in balancing credit quality and loan growth. Your expertise will be essential in monitoring portfolios, identifying potential weaknesses, and proactively working to minimize the bank's exposure and reduce credit risk. You will provide close and personal...


  • Miami, Florida, United States Starboard Cruise Services Full time

    As a key member of the Starboard Cruise Services team, the Strategic Planning Associate Manager will be responsible for leading the development and implementation of global supply chain strategies to drive business growth and profitability.The ideal candidate will have a strong background in financial forecasting, inventory management, and supply chain...


  • Miami, United States Ocean Bank Full time

    Job Summary:The Senior Relationship Banker will be responsible for developing and maintaining strong relationships with high-net worth clients and commercial deposit, loan, and investment relationships for Ocean Bank and its subsidiaries.Key Responsibilities:Identify and pursue new business opportunities to achieve sales objectives and grow existing...


  • Miami, United States Elevance Health Full time

    Elevance Health - Strategic Planning DirectorLocation: This position will work a hybrid model (remote and office). Must reside within 50 miles/1 hour commute of our Miami or Tampa, FL Elevance Health location.The Strategic Planning Director is responsible for managing the enterprise-wide planning process for a VP and above.How you will make an impact:Directs...


  • Miami, Florida, United States Banco de Credito e Inversiones Full time

    Job DescriptionAt Banco de Credito e Inversiones, we are seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will be responsible for providing exceptional customer service to our clients, while also supporting our Bankers/Financial Advisors in their daily activities.Key Responsibilities:Provide...

  • Small Business Banker

    4 months ago


    Miami, United States City National Bank of Florida Full time

    Overview Serves small businesses with annual revenues from $250k to $5 million providing comprehensive financial solutions to our clients. Responsible for meeting the needs and expectations of customers by servicing, promoting and selling the Bank's products and services, increasing deposits and fee income, reducing expenses, maintaining and expanding...


  • Miami, Florida, United States Lennar Homes Full time

    We are Lennar, a leading homebuilder dedicated to making an impact and creating an extraordinary experience for our Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates...


  • Miami, Florida, United States Beckman Coulter Full time

    Beckman Coulter: A Leader in Hematology Product DevelopmentAt Beckman Coulter, we are committed to advancing and optimizing the laboratory to move science and healthcare forward. As a key member of our team, you will play a crucial role in defining and driving the strategic direction of our company.Key Responsibilities:Strategic Planning: Develop, seek...


  • Miami, Florida, United States Royal Caribbean Group Full time

    Job Title: Strategic Marketing DirectorAt Royal Caribbean Group, we are seeking a Strategic Marketing Director to lead the development and implementation of integrated marketing campaigns. The ideal candidate will have a strong background in marketing and experience in launching new consumer products into the marketplace.Key Responsibilities:Develop and...

  • Account Officer

    3 months ago


    North Miami Beach, United States IDB Full time

    Company Description For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we've enjoyed fundamentally comes down to our people. Here at IDB, you'll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a...


  • Miami, Florida, United States Algo Capital Group Full time

    Strategic Portfolio LeaderAt Algo Capital Group, we are seeking an experienced Strategic Portfolio Leader to join our team. As a key member of our quantitative trading team, you will be responsible for leading the development and implementation of systematic trading strategies across global equities, ETFs, futures, currencies, and options.Key...