Personal Banker Safe Act - B10 Stamford jobs at Citi Group
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865 jobs found
13.12.2024
CG
Citi Group Senior Wealth Advisor SAFE Act - Queens Borough United States, New York, New York
Build relationships with new clients with the goal of bringing in new bank and brokerage assets. Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through...
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)...
Independently manages, prepares, reviews and processes loan documentation while providing support to a variety of tasks related to the loan process withing SLA. Process hard mail received form postal carriers...
:Analyze alerts generated by transactions against Sanctions Screening lists during the lifecycle of a transactionConduct alert investigation using global standard policies, procedures and tools aimed at meeting internal and external...
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)...
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...
Conduct reviews of client account activity, statements, internet research, and client profile information. Conduct background checks/intelligence/customer research/transactional analysis. Conduct regulatory and sanction screenings as well as review domestic consumer cases...
Build relationships with new clients with the goal of bringing in new bank and brokerage assets. Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through...
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