Citi Wealth - Senior Advisor Safe Act Paramus jobs at Citi Group
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736 jobs found
06.05.2025
CG
Citi Group Personal Banker SAFE Act- Chino Hills Branch United States, California
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)...
Directs program management oversight and execution activities to ensure deliverables meet high standard expectations and are submitted on time. Oversee RAG status, risks, issues, and change requests to ensure reporting...
Manage a team of finance professionals to accomplish established goals and conduct personnel duties for team (e.g. performance evaluations, hiring and disciplinary actions). Drive forward looking processes including forecasts, strategic/operating...
Follow established procedures to complete complex assignments and resolve problems that require in-depth investigation or research. Provide team assistance, including serving as subject matter expert, leading special projects, training new...
Collaborate with cross-functional cloud teams in Citi including security, infrastructure, service engineering and business application teams to define and implement IAM roles and policies required to build, support and consume...
Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments. Assist the Banker...
Utilized project management skills to manage a portfolio of USRB Issues throughout the Issue Management lifecycle. Facilitate Issue Management meetings to drive progress with Key Stakeholders and Business Support Peers....
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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