Associate Banker - Assistant Vice President

Citigroup Inc.; Miami (FL); On-site; USD 90,000 - 135,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off

Job summary

Citigroup Inc. in Miami, FL is seeking an Associate Banker to support Private Client Coverage. You will assist in sales strategies, prospect research, and converting prospects into Citi Private Bank clients, while coordinating client meetings and maintaining records.

You will deepen relationships, provide revenue and pipeline reports, and support documentation, KYC/AML, and risk-compliant client service. This role requires 5–8 years of experience, investments knowledge, licensure (6 or 7 + 66 or

Qualifications

• 5–8 years of banking or private client experience.
• Knowledge of investments; banking and credit products desirable.
• Ability to manage relationships and prioritize.
• Licenses: 6 or 7 + 66 (or 63 + 65).
• Fluent Spanish.

Responsibilities

• Assist the Banker in creating sales and marketing strategies to generate revenue growth and acquire new target clients.
• Assist with prospecting – conduct client research, generate leads and referrals, and coordinate client events.
• Assist in profiling, qualifying and converting prospects into Citi Private Bank clients.
• Organize pre-call planning, post-meeting notes, and maintain client call records.
• Assist in deepening existing client relationships through analysis.
• Provide revenue tracking and deal pipeline reports to the Banker.
• Support documentation such as account opening and loan disbursals.
• Provide complete service support to clients, including complex inquiries.
• Ensure KYC/AML documentation completeness and compliance.
• Assess risk and escalate issues with transparency while safeguarding Citi and clients.

Skills

Investments knowledge

Relationship management

Spanish language

Strong communication

Education

Bachelor's degree or equivalent experience

Licenses: 6 or 7 + 66 (or 63 + 65)

Job description

The Associate Banker SAFE Act 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 within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex 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 complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within 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 all teams in the area are directly affected by the performance of the individual.

Responsibilities:

• 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
• 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
• Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.
• Provide complete service support to client, including solving complex client inquiries
• 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:

• 5-8 years of experience
• Knowledge of investments is required; banking and credit products desirable
• Ability to manage relationships both internal and external; Ability to prioritize
• Licences: 6 or7 + 66 (or 63 + 65)
• Fluent spanish

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, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date:

set. 11, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right

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.