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Senior Wealth Advisor - Sunnyvale jobs at Citi Group in United States, Sunnyvale

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United States
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Sunnyvale
6 jobs found
23.06.2024
CG

Citi Group Senior Wealth Advisor - Sunnyvale United States, California, Sunnyvale

Limitless High-tech career opportunities - Expoint
Description:
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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11.09.2024
CG

Citi Group Personal Banker SAFE Act - Sunnyvale South Mary Branch United States, California, Sunnyvale

Limitless High-tech career opportunities - Expoint
Description:
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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05.08.2024
CG

Citi Group Consumer Sales Support Manager SAFE Act - C12 SUNNYVALE United States, California, Sunnyvale

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Description:
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...
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23.06.2024
CG

Citi Group Part Time Universal Banker- hour Sunnyvale Branch- Resident United States, California, Sunnyvale

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Description:
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...
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15.07.2024
CG

Citi Group Part Time hour Teller- Sunnyvale El Camino Branch- Site United States, California, Sunnyvale

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Description:
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...
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31.07.2024
CG

Citi Group Part Time hour Universal Banker- Sunnyvale South Mary Branch... United States, California, Sunnyvale

Limitless High-tech career opportunities - Expoint
Description:
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...
Full job details
Limitless High-tech career opportunities - Expoint
Description:
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,...
Full job details
Find your dream job in the high tech industry with Expoint. With our platform you can easily search for Senior Wealth Advisor - Sunnyvale opportunities at Citi Group in United States, Sunnyvale. 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.