Job Title: Preferred Banking Advisor (Relationship Banker) Location: Los Angeles What you'll do: As a Preferred... Banking Advisor you'll be a single point of contact responsible for executing the full client life cycle for clients...
and client-centric environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor... Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank...
Demonstrated track record in relationship selling Demonstrates extensive knowledge of all Citi Private Bank banking and product...The Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes...
, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA... as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual...
. Partners with Private Banking team in business development and relationship management activities to support investment... Policy Statement and investment objective selection. Participate with Private Banker and Portfolio Manager when further...
credit and compliance management process for Private Banking on retail credit products and services (i.e. Credit Cards..., Private Banker or Underwriter when past due/coming due documentation obligations from clients is required. Ensures...