Banker Associate Jobs

Perform operational responsibilities as designated by management.

The actual compensation will be based on qualifications, experience and other factors permitted by law.

Ensure compliance with all regulations, policies and procedures. Perform additional accountabilities as required.

Strong interpersonal skills, leading to strong client service and sales skills.

Effective communication skills including oral and written skills.

Ability to understand how to present features and benefits of products and services to customers with different needs.

In addition to core traditional benefits, we take pride in offering benefits for every stage of life.

High School or equivalent combination of education and experience, Required

Experience comprehensive training to position you for success.

Be empowered to pursue your interests, develop new skills, and make a difference every day.

Open new accounts and uncover cross-selling opportunities that benefit customer financial wellness.

Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.

Required qualifications, capabilities and skills

Preferred qualifications, capabilities and skills

Find ways to increase efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies

3+ years with above average performance results in a similar banking role or credit/lending related experience.

Excellent problem solving, oral, and written communication skills

Extensive knowledge of products and services

Excellent interpersonal communication skills, as well as strong attention to detail and time management

Required qualifications, capabilities and skills

Preferred qualifications, capabilities and skills

Minimum 6 months of customer service experience required

Professional, thorough, and organized with follow-up skills

Assisting clients and the branch team by helping with new account openings when needed.

Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).

Contributes to meeting branch business results and the customer experience.

Takes the initiative to find creative approaches that make each customer’s experience feel personal.

Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.

Contributes to business results and the overall experience delivered in the branch.

Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.

Citibank, N.A. seeks an Associate Banker Senior Manager for its Miami, Florida location.

This position is eligible for incentive pursuant to Citigroup’s Employee Referral Program.

Wage Range: $146,000 to $146,000

Job Family Group: Private Client Coverage

Job Family: Private Banker Support

Citi is an equal opportunity and affirmative action employer.

1-2 years of experience in a comparable position with an international financial institution.

Experience in the use of Office applications (Word, Excel and Powerpoint)

Advanced knowledge of Bloomberg / Reuters and Dealogic.

Academic background and Technical Knowledge:

University or similar title: Bachelor at minimum, Master (or equivalent) preferred.

English and Spanish - fluent (ideally)

Required Qualifications, Capabilities And Skills

Preferred Qualifications, Capabilities And Skills

Extensive knowledge of products and services

Superior knowledge of the market dynamics and its business environment preferred

Excellent problem solving, oral, and written communication skills

Champion a culture of innovation and a customer centric mindset

Collaborate with senior management to develop and execute financial strategies and initiatives aligned with our business goals.

Bachelor's degree in Finance, Economics, or a related field. MBA or advanced degree preferred.

Proven experience as an Investment Banker or similar role, preferably within the technology sector.

Excellent financial modeling, valuation, and analytical skills.

Exceptional communication and presentation skills, with the ability to convey complex financial concepts to diverse audiences.

Professional certifications such as CFA or Series 7 are a plus.

Knowledge of investments is required; banking and credit products desirable

Ability to manage relationships both internal and external; Ability to multi-task

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

College degree or work experience providing transferrable skills, or, combination of education and experience.

Minimum Knowledge, Skills And Abilities Required

Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.

Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.

Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.

Experience in the financial industry preferred.

Excellent interpersonal communication skills, as well as strong attention to detail and time management

Required qualifications, capabilities and skills

Preferred qualifications, capabilities and skills

Minimum 6 months of customer service experience required

Professional, thorough, and organized with follow-up skills

Assisting clients and the branch team by helping with new account openings when needed.

Excellent interpersonal communication skills, as well as strong attention to detail and time management

Required Qualifications, Capabilities And Skills

Preferred Qualifications, Capabilities And Skills

Minimum 6 months of customer service experience required

Professional, thorough, and organized with follow-up skills

Assisting clients and the branch team by helping with new account openings when needed.

Excellent interpersonal communication skills, as well as strong attention to detail and time management

Minimum 6 months of customer service experience

Professional, thorough, and organized with follow-up skills

Assist clients and the branch team by helping with new account openings when needed.

High School diploma or GED equivalent required

Ability to make personal connections, engage customers, and remain courteous and professional in a team environment

Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).

Contributes to meeting branch business results and the customer experience.

Takes the initiative to find creative approaches that make each customer’s experience feel personal.

Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.

Contributes to business results and the overall experience delivered in the branch.

Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.

Responsible for maintaining a working knowledge of computer equipment and software required including Microsoft Word, Excel, etc.

The pay range for this position is $19-$24/hr. and is based on experience.

Communicates with customers via video banking software.

Responsible for working the Member Service Center (MSC) Inboxes, and Secure Messaging inbox.

Provides accurate information and resolutions to customers in a timely manner.

Responds to customer communications in a timely manner.

College degree or work experience providing transferrable skills, or, combination of education and experience.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.

Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.

Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.

Experience in the financial industry preferred.

Excellent interpersonal communication skills, as well as strong attention to detail and time management

Minimum 6 months of customer service experience

Professional, thorough, and organized with follow-up skills

Assist clients and the branch team by helping with new account openings when needed.

High School diploma or GED equivalent required

Ability to make personal connections, engage customers, and remain courteous and professional in a team environment

Excellent interpersonal communication skills, as well as strong attention to detail and time management

Minimum 6 months of customer service experience

Professional, thorough, and organized with follow-up skills

Assist clients and the branch team by helping with new account openings when needed.

High School diploma or GED equivalent required

Ability to make personal connections, engage customers, and remain courteous and professional in a team environment

Strong knowledge of real estate fundamentals and underwriting as well as sales training and/or skills.

Generous benefits – 401(k) matching (dollar-for-dollar up to 7%), PTO, fitness and tuition reimbursement and so much more.

5 years of LIHTC originations experience, 7+ years of experience in low income housing tax credit investments,

Knowledge of community development lending, or commercial real estate lending programs including Fannie, Freddie, and HUD is a plus

The ideal candidate will have a Bachelor’s Degree in Business, Finance, Economics, Urban Planning or Real Estate.

Experience implementing creative selling and innovative problem solving techniques