Associate Banker

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. 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**: - Provide complete service support to client, including solving complex client inquiries with a commitment to providing excellent client service - Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc. - Client/prospect meetings - Organise the pre-call planning, organising post-meeting notes, and maintain all client call records including call reports - Assist the Banker in deepening the existing client relationship through deep-dive analysis - Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on investments - Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, and coordinate client events - Work with internal partners to facilitate account opening, transaction processing, cash management, investments and identify ways to streamline internal processes for greater efficiency - Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated **Qualifications**: - Knowledge of investments, banking and credit products required. - Ability to manage relationships both internal and external. Ability to multi-task - A sound understanding of processing within a complex systems environment **Education**: - Bachelor's/University degree or equivalent experience This Role is a “Controlled Function” Role as defined by the Central Bank of Ireland Reform Act 2010 and Principal Regulations 2011, and amending Regulations 2014, 2015. The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016. Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role. Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety: - Honesty, integrity and reputation - Financial soundness - Competence and capability In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening check**Job Family Group**: Private Client Coverage - **Job Family**: Private Banker Support - **Time Type**: Full time - 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. View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**. View the **EEO Policy Statement**. View the **Pay Transparency Posting