Senior Associate Banking Professional
1 week ago
About the Role:
We are seeking a highly skilled and experienced Associate Banker Senior to join our team at Citi. As a seasoned professional in the banking industry, you will be responsible for providing exceptional service support to clients, including solving complex client inquiries and providing day-to-day support to Bankers on documentation such as account opening and closing, loan disbursals, etc.
Key Responsibilities:
* Provide complete service support to clients, including solving complex client inquiries
* Provide day-to-day support to Bankers 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
Requirements:
* 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
* Bachelor's/University degree or equivalent experience
About Citi:
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.
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