Wealth Relationship Manager SAFE Act - Santa Clara - Citigroup

Wealth Relationship Mgmt. · The Wealth Relationship Mgmt.(Branch) SAFE Act is a seasoned professional role that applies in-depth disciplinary knowledge to develop new techniques and improve processes and workflow for the area or function. · , · Identify, build and deepen relation ...

Wealth Relationship Mgmt. (Branch) SAFE Act is a seasoned professional role that requires in-depth disciplinary knowledge and subject matter expertise within a defined area. · ...

Evaluates moderately complex and variable issues with substantial potential impact where development of an approach taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. · ...

+Job summary+The Wealth Relationship Management (Branch) SAFE Act is a seasoned professional role. · +Responsibilities:+Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent disco ...

Work with business credit requests less than $250K. · ...

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyal ...

The Personal · Banker is an entry-level position responsible for assisting in the execution of sales, products or service activities in coordination with the customer service team.The overall objective of this role is to foster relations with customers to build loyalty and help ...

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales. · ...

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. · ...

+ Build relationships with new clients with the goal of bringing in new bank and brokerage assets. + Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills + Respond to referrals and int ...

Evaluate moderately complex issues with substantial potential impact. Build relationships with new clients to bring in new assets. · ...

The Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. · ...

The Mortgage Lending Officer role involves identifying policy and applying specialty knowledge in monitoring processes and data. · Consult with customers about their financial situation to help them achieve home ownership goalsAnalyze financial information to make an initial asse ...

Evaluates moderately complex issues with substantial potential impact. · Lead client onboarding and account opening efforts · Partner with sales teams to exceed client expectations · Fulfill all requests in a timely manner · ...

The Mortgage Lending Officer role isa developing professionalrole.This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. · ...

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. · Work with business credit requests less than $250K · ...

The Personal Banker SAFE Act is an entry-level position responsible for assisting in sales activities in coordination with customers. · ...

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. · Foster relations with customers to build loyalty and help increase sales to individu ...

+ Job summary · The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. · Responsibilities+Work with business credit requests less than $250K,+ ...

The Associate Banker SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise with ...

· Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. · ...