Citi Wealth - Relationship Manager New Hyde Park jobs at Citi Group
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2,034 jobs found
11.03.2025
CG
Citi Group Personal Banker SAFE Act - Park Avenue Branch United States, New York, New York
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)...
Originate transactions through product pitches / marketing to the sales force and clients. Lead approval process of new products and bespoke transactions. Lead execution of mandated transactions. Be an integral...
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...
Administer branch sales, service, control and management of human resources. Manage staff to ensure all employees are clear on work priorities and activities, and maintain high levels of customer service....
Facilitate the end-to-end lending process within the US CCB for the assigned relationships and portfolio. Knowledgeable of assigned portfolio and industry, and able to articulate and support a credit view...
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....
Define observability strategy, goals and roadmap. Develop and enhance full-stack observability for Hybrid, Cloud and Multi-cloud deployments while providing consistent view for various personas. Solve complex technical problems – be...
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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