Wealth Work - Safe Act Banker- Svp jobs at Citi Group in United States, Chicago
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Chicago
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CG
Citi Group Citi Wealth Work - Relationship Officer United States, Illinois, Chicago
Lead client onboarding and account opening efforts as a part of our core client coverage team. Partner with sales teams to exceed client expectations and make client onboarding and account...
Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.). Act as a subject matter expert...
Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending. Create sales and marketing strategies designed to generate revenue growth and to acquire...
Lead client onboarding and account opening efforts around our world-class Investments platform, as a part of our core client coverage team. Partner with sales teams to exceed client expectations and...
Actively identify prospects and establish contact with them/convert prospects into clients. Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation. . Anticipate events in a client’s life...
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. Anticipate the complex...
Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products. Build referral business opportunities through Centers of Influence (COIs)...
Lead client onboarding and account opening efforts as a part of our core client coverage team. Partner with sales teams to exceed client expectations and make client onboarding and account...
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