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Job description
Associate Banker SAFE Act LO, AVP - San Francisco Area
Job Req Id:
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.
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.