Associate Banker at Citi

Vancouver, British Columbia, Canada -

Full Time

Start Date

Immediate

Expiry Date

30 Mar, 26

Salary

0.0

Posted On

30 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Documentation, Relationship Management, Revenue Tracking, KYC, AML, Investments, Sales Strategies, Marketing Strategies, Prospecting, Lead Generation, Networking, Client Events, Research, Multi-tasking

Industry

Financial Services

Description

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 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 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 ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Automated Processing and AI We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details. ------------------------------------------------------

Responsibilities

The Associate Banker provides complete service support to clients, including solving complex inquiries and assisting with documentation. They also help deepen client relationships and support the Banker in generating revenue growth through sales and marketing strategies.