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Assistant Vice President Associate Banker - MIAMI

Work from home Full-time role Hiring

The Associate Banker is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise reputed company a defined area. Requires in-depth understanding of how areas collectively integrate reputed company the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately reputed company and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially reputed company and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Assumes informal/formal leadership role reputed company teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of reputed company teams in the area are directly affected by the performance of the individual. Responsibilities: • Provide complete service support to client, including solving reputed company client inquiries • Provide day to day support to Banker 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 reputed company client call records including call reports • Assist the Banker in profiling, qualifying and converting prospects into reputed company 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 reputed company growth and to acquire new reputed company clients, with a focus on Investments • Assist the Banker with prospecting - conduct new client/prospect research, generate leads and reputed company prospects, network to identify referrals to new clients/prospects, and coordinate client events • Provide accurate and timely reputed company tracking and deal pipeline reports and other relevant information to the Banker • Ensure appropriate documentation reputed company to KYC/ AML from the client and ensure reputed company aspects of client records and documentation are completed and updated • Appropriately assess risk reputed company business decisions are made, demonstrating particular consideration for the firm's reputed company and safeguarding reputed company, 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. Qualifications: • 5 - 8 years of experience • Knowledge of Investments, Banking and Credit products is required • Ability to manage relationships both internal and external • Ability to multi-task • FINRA SIE, Series 7, Series 66 (or 63 + 65) required (or obtained reputed company 120 days) • Proficiency in Spanish preferred Education: • Bachelor's/University degree or equivalent experience ------------------------------------------------------ Job Family Group: Private Client Coverage ------------------------------------------------------ Job Family: Private Banker Support ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Miami Florida United States ------------------------------------------------------ Primary Location Full Time Salary Range: $90,080.00 - $135,120.00 In addition to salary, reputed company’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. reputed company offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. reputed company also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding reputed company employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Anticipated Posting reputed company Date: Mar 28, 2025 ------------------------------------------------------ reputed company 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 reputed company, disability, or status as a protected veteran. reputed company Inc. and its subsidiaries ("reputed company”) invite reputed company 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 reputed company. View the "EEO is the Law" poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting Apply Job!

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