Jobs at Citi Group in United States, Newport Beach
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Company (1)
Job type
Job categories
Job title
United States
State
Newport Beach
15 jobs found
27.08.2024
CG
Citi Group Registered Client Service Associate - Newport Beach CA United States, California, Newport Beach
Deliver wealth management services to clients with guidance from the Banker teams. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup,...
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)...
Develop sales plans and drive production goals, including building referral network and relationships with internal partners and external contacts. Create an environment through activity-based coaching and performance development and implement/execute...
Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service. Perform efficient and accurate banking transactions including, managing...
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...
Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect and analyze information about...
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....
Deliver wealth management services to clients with guidance from the Banker teams. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup,...
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