Banker Associate Jobs

Receive direction from managers and exercise judgement within defined policies and procedures

Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results

Customer service focus with experience handling complex transactions across multiple systems

Experience proactively engaging with customers through outreach via phone or email

Ability to help customers succeed financially by offering introductions to additional team members as appropriate

Experience working with others on a team to meet customer needs

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

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.

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

Sales management and business development skills

Required Qualifications, Capabilities and Skills:

Preferred Qualifications, Capabilities and Skills:

Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines

Find ways to further 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

Responsible for achieving goals established by Senior management.

Originate and manage consumer and commercial loans within lenders lending parameters.

Responsible for maintaining a sound knowledge of and comply with compliance laws, regulations, and loan policy.

Manage problems loans within portfolio and reporting said loans on a timely basis.

Manage problem loans with the goal of minimizing potential losses to the bank.

Minimum of an Associates degree or higher in Banking, Finance, Business or related field.

The key responsibilities of the role:

11. Serves as a mentor to fellow Personal Bankers, offering guidance, encouragement and direction as needed.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

5. Assist with maintenance and servicing of Safe Deposit Boxes in offices where available.

We value an inclusive workplace and understand flexibility means different things to different people.

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

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.

Experience working with senior level management maintaining confidentiality

Relevant Investment Banking experience and robust knowledge of all IB products

A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days

Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits

Educational resources, matching gift, and volunteer programs

Foster and create an environment where feedback is sought after, offered, and encouraged and communication is open and collaborative

Professional skills training throughout the year

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

Induction training and acclimation support in your first month on the job

12 -months of program support, coaching and career development

Voltan Bank is a new private investment bank focusing on offering investment options to clients.

Investment Banker for Private Investment Bank: voltanbank.com

Learn more about the bank: https://voltanbank.com/docs/Voltan-Bank-Investing-Information.pdf

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

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.

Required Qualifications, Capabilities and Skills:

1-3 years corporate or investment banking experience with strong corporate finance/credit background

Ability to identify and assess credit transaction risks and have some knowledge of credit policies and processes

Knowledge of credit underwriting and structuring. Position will regularly collaborate with credit team on analysis, structuring and documentation of credit requests

Excellent problem solving, oral and written communication skills

Preparing financing feasibility and debt capacity presentations for internal review and to provide to clients and prospects, outlining our conclusions.

Previous banking, cash handling or financial service experience

6+ Months of demonstrated successful sales experience

Operate in a role that has clear direction with established processes and expectations.

Provide support and service to others in an environment free from competition.

Deliver detailed and accurate work by adhering to specific guidelines.

Be an active participant in maintaining guidelines, structure, and established policies as you work with and for others.

Partner with Private Banker(s) and Advisors to assess opportunities and provide suitable cash management and lending solutions for their clients

Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partners

Minimum of 3 years of experience with an investment, commercial or private bank

2 years of client service, business development and/or Sales Desk experience

Experience in understanding the financial needs of all types of clients

Bachelor’s degree preferred, or relevant work experience