Associate Banker SAFE Act AVP/VP

23 hours ago


Dallas, Texas, United States Citigroup Inc Full time
Job Summary

The Associate Banker SAFE Act is a critical role within Citigroup Inc. that requires a seasoned professional to apply in-depth disciplinary knowledge and contribute to the development of new techniques and the improvement of processes and work-flow 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 pre-call planning, maintain all client call records, and provide accurate and timely revenue tracking and deal pipeline reports.
  • Provide day-to-day support to the Banker on documentation, such as account opening and closing, loan disbursals, and client inquiries.
  • Ensure appropriate documentation related to KYC/AML and maintain accurate client records.
Requirements
  • 5-8 years of experience in banking and investments.
  • Knowledge of banking and credit products is desirable.
  • Ability to manage relationships both internal and external.
  • Ability to multi-task and prioritize tasks effectively.
What We Offer

Citi offers competitive employee benefits, including medical, dental, and vision coverage, 401(k), life, accident, and disability insurance, and wellness programs. We also offer paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

For additional information regarding Citi employee benefits, please visit https://www.citi.com/careers/benefits.



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