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VP Associate Banker SAFE Act

1 month ago

Denver, Colorado, United States Hispanic Technology Executive Council Full time
Job Summary

The Associate Banker SAFE Act is a key professional responsible for providing strategic support to the Banker in creating sales and marketing strategies to drive revenue growth and acquire new clients. This role requires a deep understanding of investments, banking, and credit products, as well as excellent communication and diplomacy skills to guide and influence colleagues and external customers.

Responsibilities
  • Assist the Banker in developing sales and marketing strategies to generate revenue growth and acquire new clients.
  • Conduct prospect research, generate leads, and develop prospects to support the Banker's sales efforts.
  • Profile, qualify, and convert prospects into Citi Private Bank clients.
  • Organize client meetings, maintain call records, and provide accurate and timely revenue tracking and deal pipeline reports.
  • Provide day-to-day support to the Banker on documentation, client inquiries, and risk assessment.
  • Ensure compliance with applicable laws, rules, and regulations, and adhere to Citi's policies and procedures.
Qualifications
  • 6-10 years of experience in banking and investments.
  • Licensing: Series 7 & 66 (or 63 & 65).
  • Knowledge of investments, banking, and credit products.
  • Excellent communication and diplomacy skills.
Education
  • Bachelor's/University degree, Master's degree preferred.
Job Family Group

Private Client Coverage

Job Family

Private Banker Support

Time Type

Full time

Primary Location

Denver, CO, USA

Primary Location Full Time Salary Range

$119,600.00 - $182,000.00

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

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.