Associate Banker

Citigroup Inc.; Vancouver; On-site; CAD 67,000 - 94,000; Full time

Job summary

A leading financial institution is looking for an Associate Banker in Vancouver. This position involves providing comprehensive support to clients, assisting in client relationship management, and ensuring compliance. The ideal candidate will have 0-2 years of relevant experience and knowledge of investments. Responsibilities include handling client inquiries, managing documentation, and assisting in sales strategies. The salary range is competitive, reflecting the local market.

Qualifications

• 0-2 years relevant experience.
• Knowledge of banking and credit products is desirable.

Responsibilities

• Provide complete service support to client, solving inquiries.
• Assist Banker in account management and business development.
• Ensure compliance with KYC/AML documentation.

Skills

Knowledge of investments

Ability to manage relationships

Multi-tasking

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

Job Family Group: Private Client Coverage

Job Family: Private Banker Support

Time Type: Full time

Primary Location Full Time Salary Range: $67,210.00 - $93,790.00

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. 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 Citi’s EEO Policy Statement and the Know Your Rights poster.