Personal Banker Safe Act- Huntington Beach Branch- Site jobs at Citi Group in United States, Huntington Beach
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Company (1)
Job type
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Job title (1)
United States
State
Huntington Beach
13 jobs found
23.06.2024
CG
Citi Group Personal Banker SAFE Act- Huntington Beach Branch- Site United States, California, Huntington Beach
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)...
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...
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)...
Develop sales plans and drive production goals, including building referral network and relationships with internal partners and external contacts. Create an environment through activity-based coaching and performance development and implement/execute...
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills....
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills....
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)...
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