The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigoldยฎ and Citigoldยฎ Private Client segments. Senior Wealth Advisors have access to Wealthโs leading investment solutions platform,...
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)...
Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect and analyze information about...
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...
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...
The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigoldยฎ and Citigoldยฎ Private Client segments. Senior Wealth Advisors have access to Wealthโs leading investment solutions platform,...