Citi Wealth - Lending Advisor West Lead jobs at Citi Group in United States, San Francisco
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Company (1)
Job type
Job categories
Job title (1)
United States
State
San Francisco
45 jobs found
10.06.2025
CG
Citi Group VP / Financial Crimes Wealth Management Policy Adherence & E... United States, Texas, San Antonio
Provide guidance and subject matter expertise related to policy and regulatory requirements up to senior management across the businesses and support functions. Act as an SME for AML/KYC and Sanctions...
The IF Transactor is an experienced lending product specialist and Credit Officer within the Investment Finance business, with direct client coverage responsibility.The Transactor is required to have strong structuring skills,...
Define and monitor key success metrics to measure overall Financial Crimes (FC) program health. Develop and maintain dashboards and scorecards to report out on FC program health. Identify data needs...
Execute daily, weekly and monthly operational tasks, inspections and correspondence with virtual branch support. Lead and mentor tellers through assigning work and providing technical guidance when needed. Serve as the...
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...
Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients. Partner with Banker on prospecting efforts prospecting -...
Develop detailed understanding of Citi's voice and/or chat applications and platforms to be able to provide operational assistance, support and insight into processes, functional expertise, best practices, and customer experience....
Provide guidance and subject matter expertise related to policy and regulatory requirements up to senior management across the businesses and support functions. Act as an SME for AML/KYC and Sanctions...
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