About this opportunity
Citi lists this Associate Banker SAFE Act LO, AVP - San Francisco Area opportunity in palo alto, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
The Associate Banker SAFE Act LO 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
Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients
Partner with Banker on prospecting efforts – conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
Client/prospect meetings – Organize the pre-call planning, organizing 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 client
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 to our clients
Provide complete service support to client, including solving complex client inquiries
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
3-7 years of relevant experience
Prior experience in wealth management or other financial services roles preferred
Ability to manage relationships both internal and external
Ability to multi-task
FINRA SIE, Series 7, Series 66 required (or obtained within 120 days)
Education
Bachelor's/University degree or equivalent experience
Location
Palo Alto, California, United States
Compensation
Full time Salary: $109,120.00 – $163,680.00
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 & 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.
Posting Close Date
May 20, 2026
Equal Opportunity Statement
Citi is an equal opportunity employer, and 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
palo alto, CA, 94306, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.