Citi Wealth - Relationship Manager Rego Park jobs at Citi Group in United States, New York
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New York
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508 jobs found
11.03.2025
CG
Citi Group Personal Banker SAFE Act - Park Avenue Branch United States, New York, New York
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....
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....
Manage the Agency and Trust product offering including target market analysis,financials, competitive analysis and supporting strategic planning and delivery. Support the development of new product initiatives, including collaborating with product...
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...
Assist bankers and Underwriters in underwriting requests for credit extensions for new and existing clients, and in the writing of annual reviews with focus on more complex and higher dollar...
This position is a producing-manager role that will involve covering select clients directly in a senior capacity, and managing the Metro NY team of investment counselors, associates and analysts. The...
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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