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About the Role
The Banker is a senior level professional responsible for driving the planning of investment strategies and solutions for major market clients in coordination with the Institutional Banking team. The overall objective of this role is to drive revenue by cross selling the Citi platform while efficiently deploying the firm's capital and evaluating and managing risk.
Responsibilities
- Partner with Senior Bankers to provide overall relationship management support
- Assist with day to day cash management activities, trading initiatives, vendor finance, foreign exchange, loan activity, debt capital markets efforts, share repurchase and interest rate/equity derivatives
- Support Bankers in cross-selling full spectrum of products and services by identifying customer needs to generate revenue
- Responsible for evaluating public filings, research reports, operations, business plans, and financial forecasts to produce strategic and financial analyses
- Responsible for staying abreast of market and industry trends, “best practices” and competitive landscape
Requirements
- 6-10 years of experience
- Sound understanding of the Corporate Banking business and its related products, pertinent regulations affecting it and the lending and credit approval process
- Consistently demonstrates clear and concise written and verbal communication skills
- Strong planning, negotiation, organizational and analytical skills
- Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade,finance and securities products
- Series 7 and 63 licenses with 150 days of joining.
Skills
- Corporate Banking business
- related products
- pertinent regulations
- lending and credit approval process
- clear and concise written and verbal communication
- planning
- negotiation
- organizational
- analytical skills
- large corporate clients
- capital markets products
- derivatives
- credit
- cash management
- trade
- finance
- securities products
Location
- San Francisco California United States
Work Type
- Full time
Experience Level
- Senior level
- 6-10 years of experience
Education Level
- Bachelor’s/University degree
- Master’s degree preferred
Salary/Compensations
- $200,000.00 - $225,000.00
Benefits
- discretionary and formulaic incentive and retention awards
- medical, dental & vision coverage
- 401(k)
- life, accident, and disability insurance
- wellness programs
- paid time off packages
- planned time off (vacation)
- unplanned time off (sick leave)
- paid holidays
About the Company
- Citi is an equal opportunity employer
Equal Opportunity
- 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.
- If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
- View Citi’s EEO Policy Statement and the Know Your Rights poster.