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Wealth Team Client Service Associate- San Antonio jobs at Citi Group in United States, San Antonio
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San Antonio
121 jobs found
Yesterday
CG
Citi Group KYC Operations Associate Analyst United States, Texas, San Antonio
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Description:Full job details
Conduct reviews of client account activity, statements, internet research, and client profile information. Conduct background checks/intelligence/customer research/transactional analysis. Conduct regulatory and sanction screenings as well as review domestic consumer cases...
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Yesterday
CG
Citi Group Personal Banker SAFE Act- Van Ness/ Clay Branch- San Francis... United States, California, San Francisco
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Description:Full job details
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)...
Yesterday
CG
Citi Group Wealth Relationship Manager - San Carlos CA United States, California, San Carlos
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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....
Yesterday
CG
Citi Group Personal Banker Safe Act- San Jose Area Bilingual Preferred ... United States, California, San Jose
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Description:Full job details
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)...
Yesterday
CG
Citi Group Wealth Work – Institutional Investment Sales Senior Banker United States, California, San Francisco
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Working with CCB and Corp Bank to develop and grow pipeline for Institutional Investments. Work with various Wealth product partners – Citi Investment Management, Investment Counselor, Service, Risk, Compliance to...
08.03.2025
CG
Citi Group Part Time Universal Banker Hours - Marina Branch- San Franci... United States, California, San Francisco
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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...
08.03.2025
CG
Citi Group Wealth Team Client Service Associate- San Antonio United States, Texas, San Antonio
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Description:Full job details
Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the Banker teams. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation...
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Description:Full job details
Conduct reviews of client account activity, statements, internet research, and client profile information. Conduct background checks/intelligence/customer research/transactional analysis. Conduct regulatory and sanction screenings as well as review domestic consumer cases...
These jobs might be a good fit
Find your dream job in the high tech industry with Expoint. With our platform you can easily search for Wealth Team Client Service Associate- San Antonio opportunities at Citi Group in United States, San Antonio. Whether you're seeking a new challenge or looking to work with a specific organization in a specific role, Expoint makes it easy to find your perfect job match. Connect with top companies in your desired area and advance your career in the high tech field. Sign up today and take the next step in your career journey with Expoint.