Associate Banker

PowerToFly; Vancouver; On-site; CAD 67,000 - 94,000; Full time

Job summary

A financial service provider in Vancouver is seeking an Associate Banker. In this role, you will support the Banker by managing client relationships, documenting account activities, and assisting in sales strategies. Ideal candidates have up to 2 years of relevant experience and knowledge of investments, with a Bachelor's degree preferred. The position offers opportunities for growth within the financial services industry, making it an excellent entry-level opportunity.

Qualifications

• 0-2 years relevant experience.
• Banking and credit products desirable.

Responsibilities

• Provide complete service support to client, including solving complex client inquiries.
• Provide day to day support to Banker on documentation such as account opening and closing.
• Organize client/prospect meetings and maintain call records.
• Assist in deepening existing client relationships through analysis.
• Help in creating sales and marketing strategies.
• Conduct research and develop prospects.
• Provide timely revenue tracking and deal pipeline reports.
• Ensure KYC/AML documentation is complete and updated.
• Assess risk in business decision making, driving compliance.

Skills

Knowledge of investments

Ability to manage relationships

Ability to multi-task

Education

Bachelor's/University degree or equivalent experience

Job description

The Associate Banker is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards.

Responsibilities

• Provide complete service support to client, including solving complex 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 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.

Qualifications

• 0-2 years relevant experience
• Knowledge of investments is required; banking and credit products desirable
• Ability to manage relationships both internal and external; Ability to multi-task

Education

• Bachelor's/University degree or equivalent experience

Salary Range: $67,210.00 - $93,790.00

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