AVP Associate Banker SAFE Act

Citi; New York (NY); On-site; USD 109,000 - 164,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life insurance

Disability insurance

Wellness programs

Paid time off

Job summary

Citi in New York is seeking an Associate Banker SAFE Act to support Private Banker activities and client management. You will assist in sales, prospecting and profiling while coordinating client events and maintaining records to ensure accurate, timely documentation.

The role requires 5–8 years of experience, knowledge of investments, and FINRA Series 7/66 licenses to be earned within 150 days. A Bachelor's degree is required, and the position is based in New York City with full-time hours.

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 multi-task
• FINRA Securities Licenses: Series 7 and 66 (or 63 & 65) required to obtain within 150 days of assuming the role.

Responsibilities

• Assist the Banker in creating sales and marketing strategies to generate revenue growth and acquire new target clients, focusing on Investments
• Assist prospecting: research, generate leads, develop prospects, network for referrals, coordinate client events
• Assist profiling, qualifying and converting prospects into Citi Private Bank clients
• Organize pre-call planning and post-meeting notes; maintain client call records
• Support deepening client relationships through deep-dive analysis
• Provide revenue tracking and deal pipeline reports to the Banker
• Support documentation such as account openings and disbursements
• Provide complete client service and resolve complex inquiries
• Ensure KYC/ AML documentation is complete and up to date
• Assess risk and ensure compliance with laws and Citi policies

Skills

Investments knowledge

Relationship management

Multi-tasking

FINRA Licenses

Education

Bachelor's degree

Tools

FINRA Series 7/66

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 multi-task
• FINRA Securities Licenses: Series 7 and 66 (or 63 & 65) required to obtain within 150 days of assuming the role.

Education

• Bachelor's/University degree or equivalent experience

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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

$109,120.00 - $163,680.00

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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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

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

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Anticipated Posting Close Date

Sep 23, 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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