Associate Banker SAFE Act LO - Vice President

Citi • New York, NY

6d • $142,320 - $213,480 • Onsite

About The Position

The Associate Banker SAFE Act LO 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 an area of the business and requires basic commercial awareness. Typically, multiple individuals within the business possess the same level of subject matter expertise. Developed communication and diplomacy skills are essential for guiding, influencing, and convincing others, particularly colleagues in other areas and occasional external customers. This role has a significant impact on the area through complex deliverables and provides advice and counsel related to the technology or operations of the business. The work impacts an entire area, ultimately affecting the overall performance and effectiveness of the sub-function/job family.

Requirements

• 5+ years of relevant experience
• Ability to manage relationships both internal and external
• Ability to prioritize
• FINRA SIE, Series 7, Series 66 required (or obtained within 150 days)

Nice To Haves

• Prior experience in wealth management or other financial services roles preferred

Responsibilities

• Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients.
• Partner with Banker on prospecting efforts: conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events.
• Organize pre-call planning, organize post-meeting notes, and maintain all client call records including call reports.
• Introduce Citi’s value proposition to incoming employees at target firms.
• Cultivate relationships with firm employees.
• Source leads and referrals to generate new individual and institutional business.
• Leverage relationships to understand client needs and deepen Citi’s relationships with existing clients.
• Construct and execute marketing campaigns around our unique and tailored product offerings.
• Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and deliver Citi’s full suite of banking and wealth management solutions to our clients.
• Provide complete service support to clients, including solving complex client inquiries.
• 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: Entry Level