Associate Banker - C13 - NEW YORK (Bilingual Spanish/English)

Citibank; New York (NY); On-site; USD 142,000 - 214,000; Full time

Job summary

A leading financial institution in New York is seeking an Associate Banker to provide comprehensive support to clients in the Mexico market. This role involves managing client relationships, assisting in documentation, and ensuring compliance with regulations. The ideal candidate will possess strong communication skills and a deep understanding of investments, with a preference for bilingual candidates in Spanish and English. Join a dynamic team focused on delivering exceptional service and driving growth.

Benefits

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Wellness programs

Paid time off packages

Qualifications

• 6-10 years of experience required.
• Knowledge of investments and banking products desirable.

Responsibilities

• Provide complete service support to client, including solving complex inquiries.
• Assist Banker with sales and marketing strategies to generate revenue growth.

Skills

Communication

Diplomacy

Relationship Management

Multi-tasking

Bilingual in Spanish and English

Education

Bachelor's/University degree

Master's degree

Job description

The Associate Banker is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness.There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits.

This role is to cover the Mexico market and knowledge of the client base is preffered.

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:

• 6-10 years of experience
• Knowledge of investments is required; banking and credit products desirable
• Ability to manage relationships both internal and external; Ability to multi-task
• Knowledge of the Mexico Private Banking space preferred
• Bilingual in Spanish and English

Education:

• Bachelor's/University degree, Master's degree preferred

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Job Family Group:

Private Client Coverage

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Job Family:

Private Banker Support

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$142,320.00 - $213,480.00

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.

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Anticipated Posting Close Date:

May 21, 2025

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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.

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