Personal Banker Safe Act - Long Beach World Trade Center Branch jobs at Citi Group in United States, Long Beach
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Company (1)
Job type
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Job title (1)
United States
State
Long Beach
42 jobs found
07.04.2025
CG
Citi Group Senior Wealth Advisor SAFE Act - Miami United States, Florida, Miami Beach
Build relationships with new clients with the goal of bringing in new bank and brokerage assets. Deepen relationships with existing clients in PWM and Retail bank through the use of...
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...
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...
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...
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...
Build relationships with new clients with the goal of bringing in new bank and brokerage assets. Deepen relationships with existing clients in PWM and Retail bank through the use of...
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