Personal Banker Safe Act Costa Mesa Harbor Branch jobs at Citi Group in United States, Costa Mesa
Citi Group Part Time Universal Banker hour Costa Mesa Branch United States, California, Costa Mesa
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By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
Role Overview
This role is specific to the Market Risk Stress Testing function within Global Market Risk as the stress testing analytics senior individual contributor.
The Market Risk Senior Officer is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Excellent communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers.
What you'll do
Risk Management oversight of Market Risk function
Sufficient understanding of Market Risk and related quantitative topics, in particular, stress testingto drive Projects to improve accuracy of Market Risk stress loss metric and analytics
Analyze large data sets to oversee and ensure the integrity of the risk monitoring process associated with stress testing
Summarize detailed analysis for senior governance forums
Monitor compliance with risk limits/triggers
Frequent interaction with In-Business Risk functions to understand sources of market risk variation
Interaction with Markets Quantitative Analysis, Model Validation, Risk Analytics and Financial Control to ensure thorough concise alignment of methodologies and models
Interaction with Market and Credit Risk Managers to improve accuracy of regulatory and management reporting
Interaction with regulators and auditors
Partnering, collaborating and working with other areas within Citi, as necessary
Keeping abreast of regulatory changes, new regulations and internal policy changes
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
What we'll need from you
Demonstrated years of relevant experience
Degree in a Quantitative or Financial discipline
Advanced knowledge of financial instruments, risk metrics and Market Risk Management
Advanced analytical, technical and quantitative skills
Expert knowledge of treasury, market risk and liquidity management and knowledge of secured financing, securitization, and derivative products
Excellent written and verbal communication skills
Must be a self-starter, flexible, innovative and adaptive
Highly motivated, attention to detail, team oriented, organized
Developed presentation skills with the ability to articulate complex problems and solutions through concise and clear messaging
Ability to work collaboratively and with people at all levels of the organization
Excellent project management and organizational skills and capability to handle multiple projects at one time
Proficient in MS Office applications (Excel/VBA, Word, PowerPoint), SQL and Python
Programming/modeling experience with Python
By joining Citi London, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as:
Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure.
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances.
Employee Assistance Programme
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources
Time Type:
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Citi Group VP Associate Banker - Citi Private Bank United States, California, Costa Mesa
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Responsibilities:
- 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, network to identify referrals to new clients/prospects, and coordinate client events
- Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
- Client/prospect meetings - Organize the pre-call planning, organizing 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
- Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
- Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.
- Provide complete service support to client, including solving complex client inquiries
- Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated
- 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:
- 6-10 years of experience
- Knowledge of investments is required; banking and credit products desirable
- Ability to manage relationships both internal and external; Ability to multi-task
Education:
- Bachelor's/University degree, Master's degree preferred
Anticipated Posting Close Date:
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Citi Group Personal Banker SAFE Act Costa Mesa Harbor Branch United States, California, Costa Mesa
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Responsibilities:
- 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) and the Member Get Member (MGM) Program
- Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers
- Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience
- Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
- Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions
- Understand and comply with Citibank policies, standards and procedures
- 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:
- 0-2 years of relevant experience
- Previous banking, retail, or sales experience preferred
- Knowledge of Smart Banking tools and technologies
- NMLS registration; Safe Act compliant
- Consistently demonstrates clear and concise written and verbal communication skills
Education:
- Bachelor's Degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Anticipated Posting Close Date:
These jobs might be a good fit
Share
By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
Role Overview
This role is specific to the Market Risk Stress Testing function within Global Market Risk as the stress testing analytics senior individual contributor.
The Market Risk Senior Officer is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Excellent communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers.
What you'll do
Risk Management oversight of Market Risk function
Sufficient understanding of Market Risk and related quantitative topics, in particular, stress testingto drive Projects to improve accuracy of Market Risk stress loss metric and analytics
Analyze large data sets to oversee and ensure the integrity of the risk monitoring process associated with stress testing
Summarize detailed analysis for senior governance forums
Monitor compliance with risk limits/triggers
Frequent interaction with In-Business Risk functions to understand sources of market risk variation
Interaction with Markets Quantitative Analysis, Model Validation, Risk Analytics and Financial Control to ensure thorough concise alignment of methodologies and models
Interaction with Market and Credit Risk Managers to improve accuracy of regulatory and management reporting
Interaction with regulators and auditors
Partnering, collaborating and working with other areas within Citi, as necessary
Keeping abreast of regulatory changes, new regulations and internal policy changes
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
What we'll need from you
Demonstrated years of relevant experience
Degree in a Quantitative or Financial discipline
Advanced knowledge of financial instruments, risk metrics and Market Risk Management
Advanced analytical, technical and quantitative skills
Expert knowledge of treasury, market risk and liquidity management and knowledge of secured financing, securitization, and derivative products
Excellent written and verbal communication skills
Must be a self-starter, flexible, innovative and adaptive
Highly motivated, attention to detail, team oriented, organized
Developed presentation skills with the ability to articulate complex problems and solutions through concise and clear messaging
Ability to work collaboratively and with people at all levels of the organization
Excellent project management and organizational skills and capability to handle multiple projects at one time
Proficient in MS Office applications (Excel/VBA, Word, PowerPoint), SQL and Python
Programming/modeling experience with Python
By joining Citi London, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as:
Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure.
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances.
Employee Assistance Programme
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources
Time Type:
These jobs might be a good fit
