Senior Associate Banker (Diversified Financial Institutions) - SVP - NEW YORK

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Job Overview

Job Overview:

The Associate Banker plays a pivotal role within the Coverage Banking team, supporting senior bankers in managing key client relationships and delivering tailored financial solutions.  This role combines relationship management, credit and risk coordination, and deal execution serving as a trusted internal partner and a critical point of contact for clients across the bank’s platform.

Work closely in partnership across Citi to identifying opportunities to enhance the clients existing solutions focusing on revenue expansion and retention of existing business.

This role reports to the Colin Ryan, Senior Banker on Citi Ascent Capital (CAC) within Markets Spread Products.

Responsibilities:

• Work with CAC Bankers and work in close concert with key stakeholders to ensure understanding of key Sales initiatives to drive completion of projects through product adoption and revenue realization.
• Provide support where necessary for the coordination of critical projects with relevant stakeholders within CAC such as Implementation of new solutions
• Where required, assist with client communication of Product partners and sales teams
• Preparing summaries/ forecasts and communicating findings to respective stakeholders
• Ensure AML enquiries handled promptly and thoughtfully ensuring adherence to Citi policies
• Manage a portfolio of programmatic activities across client coverage
• Enhance the way we use Data to find meaningful target clients and to illustrate successes
• Includes a significant focus on utilizing data analysis to drive market expansion and business growth. This implies a need for data-driven insights and a solid understanding of analytical techniques relevant to the banking industry.
• Market Data: This includes data on market size, demographics, competitor analysis, industry trends, and regulatory changes. Understanding this data is crucial for identifying market opportunities and developing strategies to capitalize on them.
• Customer Data: Data on customer demographics, behavior, preferences, transactions, and profitability is essential for segmenting customers, personalizing services, identifying cross-selling and up-selling opportunities, and improving customer retention.
• Financial Performance Data: This encompasses data on revenue, expenses, profitability, loan performance, investment returns, and other key performance indicators (KPIs). Analyzing this data helps assess the effectiveness of current strategies, identify areas for improvement, and track progress towards business goals.
• Operational Data: Data on internal processes, efficiency metrics, risk management, and compliance are needed for optimizing operations, minimizing costs, and ensuring regulatory compliance.
• Statistical Analysis: Understanding basic statistical concepts and methods is crucial for interpreting data and drawing meaningful conclusions.
• Data Visualization: The ability to create clear and concise visualizations (charts, graphs, dashboards) is vital for communicating insights effectively.
• Business Acumen: Possessing a solid understanding of the banking industry, its products, and its competitive landscape is necessary to apply analytical insights to business decisions.

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Job Family Group:

Project and Program Management

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Job Family:

Program Management

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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:

$163,600.00 - $245,400.00

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:

Aug 20, 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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