Citi Wealth - Relationship Manager Safe Act 1st Ave & 79th St jobs at Citi Group in United States, New York
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500 jobs found
31.12.2024
CG
Citi Group Personal Banker SAFE Act - East Williamsburg Branch De Novo United States, New York, New York
Grow your assigned book of business by leveraging inbound and outbound interactions with new and existing clients to share the Citi value proposition, uncover stated and unstated client needs and...
Lead the strategic initiative to revise, update, implement and maintain new revenue share agreements between Wealth and other business units at Citi working closely with key stakeholder inside and outside...
Consistently develop, execute and deliver audit reports in a timely manner, in accordance with Internal Audit and Regulatory standards. Review and approve the Business Monitoring Quarterly summary and serve as...
Support the tax analysis and submission of reports to various constituencies (local regulators, SEC, Fed, OCC, etc.) based on requirements such as US GAAP, US Regulatory, and local statutory reporting....
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...
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)...
Help drive communications strategy and execution for Citi’s Commercial Banking business for internal and external audiences. Schedule, track and prepare briefing materials for press meetings. Draft materials including organizational announcements,...
Grow your assigned book of business by leveraging inbound and outbound interactions with new and existing clients to share the Citi value proposition, uncover stated and unstated client needs and...
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