Associate Banker Safe Act - C12 New York jobs at Citi Group in United States, New York
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Citi Group Senior Wealth Advisor SAFE Act - Westchester United States, New York
Build relationships with new clients with the goal of bringing in new bank and brokerage assets. Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through...
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)...
Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management. Advise on directional strategy and provide guidance on significant business/product decisions....
Assume significant levels of responsibility for the various phases of project and transaction execution, new business development and overall growth of the firm. Work closely with clients on financing transactions...
Partners with Enterprise Chief Data Office to contribute to the development of procedure guidelines and standards addressing Data Certification and Data Quality management. Develop methods to identify data patterns and...
Calls on clients to drive wallet penetration offering solutions to solve our client’s challenges and needs. Work directly with the NEXT/POG Heads in continuously delivering client portfolio insights that help...
Build relationships with new clients with the goal of bringing in new bank and brokerage assets. Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through...
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