The Associate Banker is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and / or evaluating processes and data.
Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information.
Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices.
Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices.
Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards.
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.
0-2 years relevant experience
Knowledge of investments is required; banking and credit products desirable
Ability to manage relationships both internal and external; Ability to multi-task
Bachelor's / University degree or equivalent experience
Grade : Time Type :
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Minority / Female / Veteran / Individuals with Disabilities / Sexual Orientation / Gender Identity.
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