Associate Banker SAFE Act LO, AVP - San Francisco Area

Citi; New York (NY); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k)

Paid time off packages

Job summary

Citi is looking for an Associate Banker SAFE Act LO in the San Francisco area to develop sales strategies and cultivate client relationships. The role requires 3–7 years of relevant experience and the ability to manage internal and external relationships effectively.

The successful candidate will support clients, execute marketing strategies, and work collaboratively with various teams to deliver comprehensive banking solutions. Competitive benefits are offered, including medical coverage, 401(k), and paid time off.

Qualifications

• 3–7 years of relevant experience.
• FINRA SIE, Series 7, Series 66 are required (or obtained within 120 days).

Responsibilities

• Partner with Banker to create sales and marketing strategies.
• Conduct prospect research and generate leads.
• Organize pre-call planning and maintain client call records.
• Introduce Citi’s value proposition to incoming employees.
• Cultivate relationships and source leads to generate new business.
• Execute marketing campaigns around unique product offerings.
• Provide complete service support to clients and solve complex inquiries.
• Manage risk in business decisions and drive compliance with laws.

Skills

Analytical skills

Communication skills

Diplomacy skills

Ability to manage relationships

Multi-tasking

Education

Bachelor’s degree or equivalent experience

Job description

Associate Banker SAFE Act LO, AVP - San Francisco Area

Job Req Id: 26963917

Location(s): Palo Alto, California; San Francisco, California

Job Type: Hybrid

Posted: May 14, 2026

Job Overview

The Associate Banker SAFE Act LO is a seasoned professional role that applies in-depth disciplinary knowledge to develop new techniques and improve processes within the area. The candidate integrates subject matter and industry expertise, evaluates complex issues, and balances alternatives using multiple information sources. Strong analytical, communication, and diplomacy skills are required, along with the ability to lead teams informally or formally and coach new recruits. The role has a significant impact on project size, geography, and overall team performance.

Responsibilities

• Partner with Banker to create sales and marketing strategies that generate revenue growth and acquire new target clients.
• Conduct prospect research, generate leads, develop prospects, and network to identify referrals and coordinate client events.
• Organize pre‑call planning, post‑meeting notes, and maintain all client call records, including call reports.
• Introduce Citi’s value proposition to incoming employees at target firms.
• Cultivate relationships with firm employees, source leads, and referrals to generate new individual and institutional business.
• Leverage relationships to understand client needs and deepen Citi’s relationships with existing clients.
• Construct and execute marketing campaigns around our unique and tailored product offerings.
• Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and deliver Citi’s full suite of banking and wealth management solutions.
• Provide complete service support to clients, including solving complex client inquiries.
• Appropriately assess risk in business decisions, demonstrate consideration for the firm's reputation, safeguard Citi’s assets, and drive compliance with applicable laws and regulations while maintaining transparency.

Qualifications

• 3–7 years of relevant experience.
• Prior experience in wealth management or other financial services roles preferred.
• Ability to manage relationships both internally and externally.
• Ability to multi‑task.
• FINRA SIE, Series 7, Series 66 required (or obtained within 120 days).

Education

• Bachelor’s or university degree, or equivalent experience.

Benefits

In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; wellness programs; and paid time off packages such as vacation, sick leave, and paid holidays. For additional information, visit citibenefits.com.

Citi is an equal‑opportunity employer. Qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.