Wealth Relationship Manager - Safe Act Eastchester jobs at Citi Group
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687 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)...
Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations. Introduces solutions to clients in building and strengthening an...
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)...
Serve as the primary Citi contact and relationship manager for Costco’s Regional Leadership team and warehouse employees. Develop the strategy and execution plan for driving warehouse new account acquisitions and...
Actively identify prospects and establish contact with them/convert prospects into clients. Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation. Anticipate events in a client’s life and...
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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