Associate Banker SAFE Act
About The Position
The Associate Banker SAFE Act is a strategic professional role that stays current with developments in its field and contributes to directional strategy by applying them to the job and business. The role serves as a technical authority in its business area, provides advice and counsel related to business technology or operations, and has a significant impact through complex deliverables. It requires commercial awareness, developed communication and diplomacy skills to guide and influence colleagues and occasional external customers, and work that affects the performance and effectiveness of the broader sub-function or job family. The Associate Banker partners with Bankers to develop sales and marketing strategies, prospect for clients, cultivate relationships, and deliver Citi banking and wealth management solutions. The role works with Investments, Credit, Cash Management, and Financial Planning teams and provides client service support, including resolving complex inquiries. It is responsible for assessing risk, following applicable laws and policies, exercising sound ethical judgment, and escalating and reporting control issues.
Requirements
- At least 5 years of relevant experience.
- Ability to manage internal and external relationships.
- Ability to multitask.
- FINRA SIE, Series 7, and Series 66 required, or obtained within 120 days.
- Bachelor’s or university degree.
Nice To Haves
- Prior experience in wealth management or other financial services roles preferred.
- Master’s degree preferred.
Responsibilities
- Partner with Bankers to create sales and marketing strategies that generate revenue growth and acquire new target clients.
- Support prospecting by researching clients and prospects, generating leads, developing prospects, networking for referrals, and coordinating client events.
- Organize client and prospect meeting preparation, record post-meeting notes, and maintain client call records, including call reports.
- Introduce Citi’s value proposition to incoming employees at target firms.
- Cultivate relationships with firm employees and source leads and referrals to generate new individual and institutional business.
- Use relationships to understand client needs and deepen Citi’s relationships with existing clients.
- Construct and execute marketing campaigns for unique and tailored product offerings.
- Work with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and deliver Citi’s banking and wealth management solutions.
- Provide complete service support to clients, including resolving complex inquiries.
- Assess risk in business decisions, support compliance with applicable laws, rules, regulations, and policies, apply sound ethical judgment, and transparently escalate, manage, and report control issues.
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- 401(k)
- Life insurance
- Accident insurance
- Disability insurance
- Wellness programs
- Paid vacation
- Paid sick leave
- Paid holidays
- Discretionary and formulaic incentive and retention awards may be available to eligible employees
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What This Job Offers
Job Type
Full-time
Career Level
Senior
