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Associate Banker

Job Req ID 22553568 Location(s) Atlanta, Georgia Job Category Private Client Coverage
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The Associate Banker role is an integral part of the sales organization of Citi Private Bank. The Associate Banker acts in a supporting role with their assigned Private Banker(s) to onboard new clients and to deepen existing relationships. By developing the ability to assess a client’s financial profile and understanding their goals and challenges, the Associate Banker actively contributes to shaping client financial strategies designed to help provide solutions for managing, growing and protecting wealth.

The Associate Banker is responsible for four primary activities, all of equal weight and importance: 1) onboard new clients adhering to our KYC and compliance policies; 2) identify and close cross-sell opportunities for existing clients; 3) client support and relationship maintenance activities; and 4) compliance oversight and control.

Key Responsibilities:

  • Coordinate the establishment of new client relationships and account opening by gathering all required KYC and account opening documentation for hand-off to the Onboarding HUB or in cases of a rush completing the KYC and account opening independently
  • Compliance oversight and controls are a primary function of the Associate Banker role: collect and confirm client’s knowledge and experience as it relates to investments; ensure all onboarding and account opening is done in accordance with our internal policies
  • Research the client to supplement the Banker’s SOW information prior to onboarding
  • Working with the Banker to create and maintain client account plans designed to identify revenue growth opportunities for new and existing clients
  • Manage the pre-call planning process, post-meeting de-briefs; responsible for writing concise call reports
  • Assist the Banker with prospecting; conduct new client/prospect research and generate leads and set up meetings for the Banker
  • Assist with client events, sourcing attendees and attending events
  • Develop relationships with product specialists and interact with them on opportunities for cross sell
  • Maintain an up-to-date and accurate deal pipeline for the team
  • Maintain client contact to assist the banker(s) in revising strategies based on changes in client needs and updating the KYC profiles with the most up to date information
  • Handle complex client inquiries and questions, working with the relevant partners until resolution
  • Take the lead in administrative tasks including meeting set-up, scanning, filing, copying, phone coverage
  • Work with clients and bankers to collect client updates for the preparation of KYC periodic reviews in advance of their due date
  • New target market client acquisition and business development (for those ABs on Banker track)
  • Ad hoc projects as assigned that will enhance process and systems

Skills and Knowledge: 

  • Client facing experience in a wealth management firm
  • Knowledge of  investment, banking and credit products desirable
  • Must be a self-starter with the ability to set high standards of meeting deliverables
  • Highly developed attention to detail
  • Comfortable working in an ambiguous environment with minimal or offsite supervision
  • Ability to multitask in a high pressure environment and work under tight deadlines
  • Proven ability to learn on the job and comfortable working in an environment where the policies and procedures change regularly
  • Excellent verbal and written communication skills, with an ability to escalate issues to management
  • Excellent interpersonal skills, problem solving, team work and analytical skills
  • Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance and marketing
  • FINRA Series 7, 66 (or 63/65) preferred
  • Spanish is a plus
  • Bachelor’s degree and 3-5 years relevant financial services experience


Job Family Group:

Private Client Coverage


Job Family:

Private Banker Support


Time Type:

Full time


Primary Location:

Atlanta Georgia United States


Primary Location Salary Range:

$70,000.00 - $105,000.00


Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting


Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

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