AVP Associate Banker SAFE Act at Citi

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

07 Apr, 26

Salary

0.0

Posted On

07 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Sales Strategies, Marketing Strategies, Prospecting, Lead Generation, Client Events Coordination, Revenue Tracking, Documentation Support, KYC Compliance, AML Compliance, Coaching, Training, Investment Knowledge, Banking Products Knowledge, Multi-tasking, Communication

Industry

Financial Services

Description

Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. 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 Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. 5-8 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 FINRA Securities Licenses: Series 7 and 66 (or 63 & 65) required to obtain within 150 days of assuming the role. Bachelor's/University degree or equivalent experience ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Sep 23, 2025 ------------------------------------------------------

Responsibilities

The role involves assisting the Banker in creating sales and marketing strategies to generate revenue growth and acquire new clients. Additionally, it includes organizing client meetings, maintaining records, and providing support for documentation and client inquiries.