Hispanic Technology Executive Council
VP Associate Banker SAFE Act - New Jersey
Hispanic Technology Executive Council, Short Hills, New Jersey, us, 07078
The Associate Banker SAFE Act 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. Recognized technical authority for an area within the business, this role requires basic commercial awareness. Developed communication and diplomacy skills are necessary to guide, influence, and convince others, particularly colleagues in other areas and occasional 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. Work impacts an entire area, ultimately affecting the overall performance and effectiveness of the sub-function/job family.
Responsibilities:Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, focusing 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.Assist the Banker in profiling, qualifying, and converting prospects into Citi Private Bank clients.Organize client/prospect meetings, including pre-call planning, post-meeting notes, and maintaining all client call records.Assist the Banker in deepening existing client relationships through deep-dive analysis.Provide accurate and timely revenue tracking and deal pipeline reports to the Banker.Provide day-to-day support to the Banker on documentation such as account opening and closing, loan disbursals, etc.Provide complete service support to clients, including resolving complex client inquiries.Ensure appropriate documentation related to KYC/AML from the client is completed and updated.Assess risk when making business decisions, considering the firm's reputation and safeguarding Citigroup, its clients, and assets by driving compliance with applicable laws, rules, and regulations.
Qualifications:6-10 years of experience.Knowledge of investments is required; banking and credit products are desirable.Ability to manage relationships both internal and external; ability to multi-task.
Education:Bachelor's/University degree; Master's degree preferred.
Job Family Group:
Private Client CoverageJob Family:
Private Banker SupportPrimary Location:
Short Hills, New Jersey, United StatesPrimary Location Full Time Salary Range:
$119,600.00 - $182,000.00
In addition to salary, Citi's offerings may also include discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. For additional information regarding Citi employee benefits, please visit citibenefits.com.
Anticipated Posting Close Date:
Aug 16, 2024
Citi is an equal opportunity and affirmative action employer.Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.Citigroup Inc. and its subsidiaries invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review
Accessibility at Citi .
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Responsibilities:Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, focusing 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.Assist the Banker in profiling, qualifying, and converting prospects into Citi Private Bank clients.Organize client/prospect meetings, including pre-call planning, post-meeting notes, and maintaining all client call records.Assist the Banker in deepening existing client relationships through deep-dive analysis.Provide accurate and timely revenue tracking and deal pipeline reports to the Banker.Provide day-to-day support to the Banker on documentation such as account opening and closing, loan disbursals, etc.Provide complete service support to clients, including resolving complex client inquiries.Ensure appropriate documentation related to KYC/AML from the client is completed and updated.Assess risk when making business decisions, considering the firm's reputation and safeguarding Citigroup, its clients, and assets by driving compliance with applicable laws, rules, and regulations.
Qualifications:6-10 years of experience.Knowledge of investments is required; banking and credit products are desirable.Ability to manage relationships both internal and external; ability to multi-task.
Education:Bachelor's/University degree; Master's degree preferred.
Job Family Group:
Private Client CoverageJob Family:
Private Banker SupportPrimary Location:
Short Hills, New Jersey, United StatesPrimary Location Full Time Salary Range:
$119,600.00 - $182,000.00
In addition to salary, Citi's offerings may also include discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. For additional information regarding Citi employee benefits, please visit citibenefits.com.
Anticipated Posting Close Date:
Aug 16, 2024
Citi is an equal opportunity and affirmative action employer.Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.Citigroup Inc. and its subsidiaries invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review
Accessibility at Citi .
#J-18808-Ljbffr