- Citigroup (Irving, TX)
- Citi, the leading global bank , has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides ... and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is… more
- Citigroup (Washington, DC)
- …financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... assets . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through...in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent… more
- Citigroup (Irving, TX)
- Citi, the leading global bank , has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides ... and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is… more
- Citigroup (Irving, TX)
- **Overview of the Role:** Citi, the leading global bank , has approximately 200 million customer accounts and does business in more than 160 countries and ... and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is… more
- JPMorgan Chase (Los Angeles, CA)
- …of being a JP Morgan Private Client, marking the initial engagement of bank -only clients with Wealth Management. As a Vice President, Private Wealth Planner within ... educate the integrated team about the value Wealth Planning can bring to a relationship and work with them to develop business opportunities with new and existing… more
- MUFG (Tempe, AZ)
- …and ensure that they are corrected, documented and implemented Assist the Manager (or the Management) in identifying risk areas and implement/monitor practices to ... system enhancements and internal controls are effected. + Compliance: Enforce bank 's compliance policies and procedures. Ensure implementation of all compliance… more
- Wells Fargo (New York, NY)
- …**Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families ... needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and… more
- Citigroup (Wilmington, DE)
- Marketing and Franchise Development in the US Personal Bank is focused on deploying best-in-class marketing campaigns and advertising efforts while engaging net ... to enhance our product and solutions set. The team's focus is to unify cross- Personal Bank strategies to deliver ideal end-to-end experiences to our customers.… more
- Chartway Federal Credit Union (Houston, TX)
- …Financial Solutions Representative I reports to the Member Solutions Center Service Manager and is responsible for providing exceptional service experiences in a ... and educating members on successfully managing their credit union relationship . Representatives are accountable for accurately assisting callers with credit… more
- Wells Fargo (Charlotte, NC)
- …policies and procedures related to tasks and deliverables + Receive directions from a manager , relationship manager , and associates, as well as exercise ... Manages and services troubled and distressed customer relationships across the bank 's Corporate, Commercial, and Wealth Management business units. + **Real Estate… more