- 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
- Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
- 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
- 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.
- 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
-
International Banker
3 weeks ago
City National Bank of Florida Miami, United StatesThe International Banker is responsible for building, managing, and retaining a portfolio of international affluent individuals, and entrepreneurs. The Banker expectation is to meet and exceed goals by developing new Wealth and Depository relationships with prospects and existing ...
-
AVP, Business Banking Relationship Manager
3 weeks ago
Citigroup Inc Miami, United StatesThe Business Banker (BB) is responsible for proactively sourcing, acquiring, expanding and retaining customer relationships by maximizing sales opportunities in an assigned territory, under the Business Bank, and ensuring a world-class customer experience for all current and pros ...
-
AVP, Business Banking Relationship Manager
3 weeks ago
Citigroup Inc Miami, United StatesThe Business Banker (BB) is responsible for proactively sourcing, acquiring, expanding and retaining customer relationships by maximizing sales opportunities in an assigned territory, under the Business Bank, and ensuring a world-class customer experience for all current and pros ...
-
Private Banker
1 day ago
Citigroup Inc Miami, United StatesThe Private Banker Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expert ...
-
Commercial RM
2 weeks ago
Fifth Third Bank, N.A. Miami, United StatesMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION · Responsible for profitable business development as well as monitoring the quality of ...
-
Sales and Service Banker
2 weeks ago
Popular Miami, United StatesAt Popular, we offer a wide variety of services and financial solutions to serve our communities in Puerto Rico, United States & Virgin Islands. As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Ou ...
-
Banking Associate
3 weeks ago
TD Bank Group Miami, United StatesWork Location: · Miami, Florida · Hours: · 20 · Pay Details: · $ $27.00 USD · TD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into account multiple factors that are considered in mak ...
-
Inside Mortgage Banker
1 week ago
The Federal Savings Bank Miami, United StatesThe Federal Savings Bank is expanding our top inside sales team We seek experienced, high energy call center/consumer direct mortgage bankers to work bank-provided leads on a 50-state platform in our up and coming Miami, FL branch. There is absolute Mortgage, Banker, Banking · ...
-
Universal Banker Senior
2 weeks ago
City National Bank Miami, United StatesOverview: · The Universal Banker role consist of assisting clients providing exceptional customer service, accurately and efficiently performing all paying, receiving and collection functions. Processing transactions, adhering to strict security measures and to strong balancing ...
-
Director Business Development Officer-CMS
4 weeks ago
First Citizens Bank Miami, United StatesOverview · This position facilitates growth and profitability goals for the Commercial Services Division of the Bank through an individual marketing and business development plan. Identifies relationship opportunities for prospective clients through direct calling programs, inter ...
-
Manager of Commercial Banking
1 week ago
First Citizens Bank Miami, United States PermanentOverview: · Stable. Family. Opportunities. Unique. · Whether First Citizens Bank has been established for 120+ years or expanding our presence in your market, we invite you to be part of our story. As a Manager of Commercial Banking at First Citizens you will carry on our tradi ...
-
Manager of Commercial Banking
2 weeks ago
First Citizens Bank Miami, United StatesOverview: Stable. Family. Opportunities. Unique.Whether First Citizens Bank has been established for 120+ years or expanding our presence in your market, we invite you to be part of our story. As a Manager of Commercial Banking at First Citizens you will carry on our tradition of ...
-
AVP, Business Banking Relationship Manager
3 weeks ago
Citigroup Inc Miami, United StatesThe Business Banker (BB) is responsible for proactively sourcing, acquiring, expanding and retaining customer relationships by maximizing sales opportunities in an assigned territory, under the Business Bank, and ensuring a world-class customer experience for all current and pros ...
-
Sr Account Manager, Banking
2 weeks ago
Northern Trust Miami, United StatesAbout Northern Trust · Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most succ ...
-
Director of Accounting
3 weeks ago
Tandym group Miami, United StatesA real estate investment firm in Florida is currently seeking an experienced Accountant to join their growing team as their new Director of Fund Accounting. In this position, the Director of Fund Accounting will be responsible for playing a pivotal role in enhancing the structure ...
-
Territory Manager
4 days ago
Billd Miami, United StatesAbout Billd · Billd is a fast-growing fintech company looking to disrupt the $1.4 trillion dollar construction industry. We offer industry-leading payment and financial products to empower our customers, the subcontractor. We are the first and only champion of the subcontractor, ...
-
Retail Banker II
3 weeks ago
TD Bank Group Miami, United StatesWork Location: · Miami, Florida · Hours: · 40 · Pay Details: · $ $32.75 USD · TD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into account multiple factors that are considered in mak ...
-
Banking Associate
2 weeks ago
TD Bank Miami, United StatesWork Location: · Miami, Florida · Hours: · 20 · Pay Details: · $ $27.00 USD · TD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into account multiple factors that are considered in mak ...
-
Executive Director, FX
5 days ago
CIBC Miami, United StatesWere building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what t ...
-
Business Market Leader
5 days ago
City National Bank Miami, United StatesOverview: · The Business Market Leader coordinates at a senior level with the sales team to establish, build, and sustain business banking relationships with companies with gross sales of generally less than $20mm. Responsible for the overall success and growth for assigned sale ...
Associate Banker Lead - Miami, United States - Citigroup Inc
Description
The Associate Banker Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. 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. Significant impact on the area through complex deliverables. 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.
Responsibilities:
Private Client Coverage
Job Family:
Private Banker Support
Time Type:
Full time
Primary Location:
Miami Florida United States
Primary Location Salary Range:
$119, $182,000.00
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 ("Citi") 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.
View the "EEO is the Law" poster. View the EEO is the Law Supplement.
View the EEO Policy Statement.
View the Pay Transparency Posting
