Associate Banker Lead - Private Bank

Citi • Miami, FL

8d • $117,440 - $176,160 • Onsite

About The Position

The Associate Banker Lead is 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 role is recognized as a technical authority within a specific area of the business, requiring a foundational understanding of commercial awareness. Typically, multiple individuals share this level of subject matter expertise. The role demands developed communication and diplomacy skills to guide, influence, and convince others, particularly colleagues in other departments and occasional external clients. The position has a significant impact on its area through complex deliverables and provides advice and counsel related to the technology or operations of the business. The work affects an entire area, ultimately influencing the overall performance and effectiveness of the sub-function or job family.

Requirements

• 6-10 years of experience
• Knowledge of investments is required
• banking and credit products desirable
• Ability to manage relationships both internal and external
• Ability to prioritize
• Bachelor's/University degree
• Master's degree preferred

Responsibilities

• Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments.
• Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events.
• Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
• Client/prospect meetings - Organize the pre-call planning, organizing 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 Banker on documentation such as account opening and closing, loan disbursals, etc.
• Provide complete service support to client, 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.

Benefits

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level