Citi Wealth Work – Law Firm Group Associate Banker Avp/vp - West jobs at Citi Group in United States, San Francisco
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United States
State
San Francisco
231 jobs found
15.04.2025
CG
Citi Group Personal Banker SAFE Act- Westgate West Branch- San Jose United States, California, San Jose
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)...
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)...
Serve as a key resource in driving new business generation. Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ individual needs. Identifies...
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,...
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...
Supports planning, directing and coordination of day-to-day activities of running a program or portfolio of programs. Assists with business case, review business requirements, gap analysis, feasibility study in long term...
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...
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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