Strategic Associate Banker

3 weeks ago


New York, New York, United States Citigroup Inc Full time

The role of the Associate Banker SAFE Act at Citigroup Inc. is a strategic position that requires staying up-to-date with industry developments and contributing to the directional strategy by considering their application in their job and the business.

As a recognized technical authority for an area within the business, the Associate Banker SAFE Act requires basic commercial awareness and has a significant impact on the area through complex deliverables.

Key responsibilities include assisting the Banker in creating sales and marketing strategies, prospecting for new clients, profiling and qualifying prospects, and providing day-to-day support to the Banker.

The Associate Banker SAFE Act must also provide accurate and timely revenue tracking and deal pipeline reports, as well as ensure appropriate documentation related to KYC/AML from the client.

Additionally, the role requires the ability to manage relationships both internal and external, and to multi-task. FINRA SIE, Series 7, and Series 66 certifications are required, and a Bachelor's/University degree is preferred.

Citigroup Inc. offers competitive employee benefits, including medical, dental, and vision coverage, 401(k), life, accident, and disability insurance, and wellness programs.

The company is an equal opportunity and affirmative action employer, and 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.


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