Strategic Associate Banker
4 weeks ago
The Associate Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.
**Key Responsibilities:**
Assist the Banker in creating sales and marketing strategies to generate revenue growth and acquire new target clients, focusing on Investments.
Assist the Banker with prospecting, conducting new client/prospect research, generating leads, developing prospects, networking to identify referrals to new clients/prospects, and coordinating client events.
Assist the Banker in profiling, qualifying, and converting prospects into Citi Private Bank clients.
Client/prospect meetings - Organize pre-call planning, organize post-meeting notes, and maintain all client call records, including call reports.
Assist the Banker in deepening existing client relationships through deep-dive analysis.
Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker.
Provide day-to-day support to the Banker on documentation such as account opening and closing, loan disbursals, etc.
Provide complete service support to clients, including solving complex client inquiries.
Ensure appropriate documentation related to KYC/AML from the client and ensure all aspects of client records and documentation are completed and updated.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency.
**Requirements:**
6-10 years of experience.
Licensing: Series 7 & 66 (or 63 & 65).
Knowledge of investments is required; banking and credit products desirable.
Ability to manage relationships both internal and external; Ability to multi-task.
**Education:**
Bachelor's/University degree, Master's degree preferred.
**Job Family Group:**
Private Client Coverage
**Job Family:**
Private Banker Support
**Time Type:**
**Primary Location:**
Short Hills New Jersey United States
**Primary Location Full Time Salary Range:**
$119, $182,000.00
In addition to salary, Citigroup Inc.'s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citigroup Inc. offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citigroup Inc. also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citigroup Inc. employee benefits, please visit Available offerings may vary by jurisdiction, job level, and date of hire.
**Equal Employment Opportunity:**
Citigroup Inc. 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. Citigroup Inc. and its subsidiaries (Citi) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi ).
View the EEO is the Law ) poster. View the EEO is the Law Supplement ). View the EEO Policy Statement ). View the Pay Transparency Posting )
Citigroup Inc. is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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