Vp Sr Business Banker -san Jose Ca jobs at Citi Group in United States, San Jose
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United States
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San Jose
45 jobs found
26.06.2024
CG
Citi Group VP Sr Business Banker -San Jose Ca United States, California, San Jose
Develop consistent sales cadence and interactive management of the existing portfolio clients with a focus on retention, credit quality and growth. Responsible for conducting the annual review process, which entails...
Lead as the subject matter expert across a broad sales territory of 7-10 branches, which comprise of ~ 80 - 100 branch stakeholders and other territory partners (e.g. Wealth Management,...
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 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...
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....
Actively manage the day-to-day servicing and processing activities to ensure that the staff is delivering a high level of service and complying with corporate and regulatory policies and procedures. Interface...
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...
Develop consistent sales cadence and interactive management of the existing portfolio clients with a focus on retention, credit quality and growth. Responsible for conducting the annual review process, which entails...
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