Associate Banker SAFE Act Vice President at Citi

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Apr, 26

Salary

0.0

Posted On

16 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Communication, Diplomacy, Sales Strategies, Marketing Strategies, Client Relationship Management, Prospecting, Lead Generation, Networking, Client Support, KYC, AML, Revenue Tracking, Documentation, Investment Knowledge, Banking Products, Credit Products, Multi-tasking

Industry

Financial Services

Description

Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. 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 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 Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc. Provide complete service support to client, including solving complex client inquiries Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated 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 multi-task Bachelor's/University degree, Master's degree preferred ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jan 22, 2026 ------------------------------------------------------

Responsibilities

Assist the Banker in creating sales and marketing strategies to generate revenue growth and acquire new clients. Provide day-to-day support to the Banker, including client relationship management and documentation.