Assistant Vice President Associate Banker - MIAMI

The Assistant Vice President Associate Banker at Citi plays a crucial role in providing comprehensive service support to clients, including addressing complex inquiries and assisting with banking transactions. Daily tasks involve organizing client meetings, maintaining detailed records, and facilitating relationship-building between the banker and clients. Moreover, the position entails contributing to revenue growth through strategic sales and marketing initiatives, ensuring compliance with KYC and AML regulations, and coaching new team members to enhance overall performance.

To qualify for the Assistant Vice President Associate Banker role at Citi, candidates should have 5 to 8 years of experience in the banking sector, particularly with knowledge of investments, banking, and credit products. A Bachelor's degree or equivalent experience is also required, along with relevant licenses such as FINRA SIE, Series 7, and Series 66 (or 63 + 65). Strong communication skills and the ability to manage relationships are essential to ensure successful client interactions.

In the role of Assistant Vice President Associate Banker at Citi, you support client relationships by engaging in deep analyses of existing accounts, identifying opportunities for growth, and assisting bankers in profiling and qualifying prospects. Your involvement in organizing client meetings and maintaining accurate records further strengthens these relationships, ensuring that the clients feel valued and supported throughout their banking experience.

The work environment for an Assistant Vice President Associate Banker at Citi is dynamic and collaborative. Located in Miami, Florida, you'll find yourself working alongside a team of skilled professionals in the Private Client Coverage division. The role offers both formal and informal leadership opportunities, allowing for professional growth while contributing significantly to your team's success and the satisfaction of your clients.

Citi provides its Assistant Vice President Associate Banker employees with a competitive salary range, along with a comprehensive benefits package that includes medical, dental, and vision coverage. Employees also enjoy a 401(k) plan, life insurance, and various wellness programs. Paid time off is a priority at Citi, offering vacation days, sick leave, and paid holidays, emphasizing the importance of work-life balance.

When answering this question, highlight specific examples of how you've developed and maintained client relationships. Discuss your approach to understanding client needs, resolving issues, and fostering a positive experience. Emphasize skills like communication and problem-solving that are essential in this role.

Provide a detailed response outlining your step-by-step process for managing complex inquiries. Example: Gather relevant information, analyze the issue, consult with colleagues if necessary, and communicate effectively with the client. Show your ability to remain calm and composed while ensuring a resolution.

Discuss innovative methods you've used in past roles, such as networking events, community engagement, or digital marketing strategies. Share specific outcomes that showcase your success in acquiring new clients and maintaining strong leads.

Illustrate your knowledge of Know Your Customer (KYC) and Anti-Money Laundering (AML) regulations, including your experience in ensuring compliance within your previous positions. Mention relevant certifications or training that demonstrate your readiness to uphold these standards at Citi.

Explain your time management techniques, such as using tools like to-do lists or project management software. Share examples of your ability to multi-task and ensure all client needs are met promptly without compromising quality.

Highlight your leadership experience and how you view coaching as an opportunity to share knowledge and enhance team performance. Discuss techniques you've used in the past to mentor new hires effectively, helping them to reach their potential.

Describe your proficiency in analyzing complex information and making data-driven decisions. Provide examples of how you've used these skills to evaluate client portfolios or market trends to enhance banking strategies.

Discuss your background knowledge in these areas, perhaps touching on specific products you've worked with in the past. Illustrate your ability to apply this knowledge in assisting clients and supporting bankers effectively.

Offer insights into the significance of collaboration, transparency, and effective communication within teams. Share examples that illustrate your experience working within a team setting and how you contributed to achieving mutual goals.

Ensure your answer reflects genuine interest in the company and its values. Discuss why you feel aligned with Citi's mission, what excites you about the role, and how you envision contributing to the team's success.