Wealth Relationship Manager - Woodland Hills Ca jobs at Citi Group in United States, Los Angeles
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17 jobs found
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CG
Citi Group VP Branch Manager- Miracle Mile Los Angeles Ca United States, California, Los Angeles
Administer branch sales, service, control and management of human resources. Manage staff to ensure all employees are clear on work priorities and activities, and maintain high levels of customer service....
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...
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...
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...
Develop a sales plans and drive individual production goals, including building referral network and relationships with internal partners and external contacts. Create an environment through activity-based coaching and performance development...
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)...
Administer branch sales, service, control and management of human resources. Manage staff to ensure all employees are clear on work priorities and activities, and maintain high levels of customer service....
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