Registered Client Service Associate - Newport Beach Ca jobs at Citi Group in United States, Newport Beach
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Company (1)
Job type
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Job title (1)
United States
State
Newport Beach
9 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,...
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...
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...
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)...
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...
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...
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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