Associate Banker - Vice President

Citi•New York, NY

2d•$142,320 - $213,480•Onsite

About The Position

The Associate Banker 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 for an area within 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 external customers. The 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. The Associate Banker regularly assumes informal or formal leadership roles within teams and is involved in coaching and training new recruits.

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

Responsibilities

Provide complete service support to client, including solving complex client inquiries
Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.
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 profiling, qualifying and converting prospects into Citi Private Bank clients.
Assist the Banker in deepening the existing client relationship through deep-dive analysis
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
Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
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.