Personal Banker Safe Act - Sunnyvale South Mary Branch jobs at Citi Group in United States, Sunnyvale
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Company (1)
Job type
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Job title (1)
United States
State
Sunnyvale
6 jobs found
21.11.2024
CG
Citi Group Senior Wealth Advisor - Sunnyvale United States, California, Sunnyvale
The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold® and Citigold® Private Client segments. Senior Wealth Advisors have access to Wealth’s leading investment solutions platform,...
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)...
Support target setting, performance plans, and coaching plans for sales as well as meet with operations managers to review performance, progress, and targets •. Manage a team by conducting performance...
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...
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...
The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold® and Citigold® Private Client segments. Senior Wealth Advisors have access to Wealth’s leading investment solutions platform,...
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