Strategic Associate Banker SAFE Act Professional

5 days ago


Denver, Colorado, United States Citigroup Inc Full time
Job Title: Associate Banker SAFE Act

The Associate Banker SAFE Act is a key role within Citigroup Inc. that requires a strategic professional who stays abreast of developments within their field and contributes to directional strategy by considering their application in their job and the business. This individual is recognized as a technical authority for an area within the business and requires basic commercial awareness. They will work closely with colleagues in other areas and occasional external customers to guide, influence, and convince others. The Associate Banker SAFE Act will have a significant impact on the area through complex deliverables and will provide advice and counsel related to the technology or operations of the business.

Responsibilities:
  • Assist the Banker in creating sales and marketing strategies to generate revenue growth and acquire new target clients, with a focus on investments.
  • Assist the Banker with prospecting, conducting new client/prospect research, generating leads, and developing prospects, as well as 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 the existing client relationship 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.
Qualifications:
  • 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 CoverageJob Family: Private Banker SupportTime Type: Full timePrimary Location: Denver, Colorado, United StatesPrimary Location Full Time Salary Range: $119,000.00 - $182,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers 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. Available offerings may vary by jurisdiction, job level, and date of hire.

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