• International Wealth Advisor - Houston

    Truist (Dallas, TX)
    …relationships within the defined Reserve/GenSpring market segment based upon objective and sound personal financial planning and financial advisory concepts. An ... periodically your understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Actively monitor… more
    Truist (03/04/25)
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  • Personal Banker SAFE Act McPherson

    Citigroup (Washington, DC)
    …compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business ... compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business… more
    Citigroup (03/07/25)
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  • Compliance Product Director - US Personal

    Citigroup (Tampa, FL)
    …compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business ... Serves as a senior function/business/product compliance risk manager for US Personal Banking Operations - Core Operations Independent Compliance Risk Management… more
    Citigroup (05/02/25)
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  • Personal Banker - SAFE Act - Palm Beach…

    Citigroup (West Palm Beach, FL)
    …compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business ... **De Novo Personal Banker - B10** **Job Description:** The De Novo Personal Banker SAFE Act is responsible for proactively acquiring, expanding and retaining… more
    Citigroup (04/04/25)
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  • Personal Banker SAFE Act- One California…

    Citigroup (San Francisco, CA)
    …compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business ... The De Novo Personal Banker SAFE Act is responsible for proactively...relationships with partners, including Small Business, Home Lending and Personal Wealth Management, enabling you to fulfill or provide… more
    Citigroup (05/01/25)
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  • Compliance Product Sr Officer I (SVP) - US…

    Citigroup (Irving, TX)
    …compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business ... Serves as a senior compliance risk officer for US Personal Banking Operations - Customer Service - Branded Cards Independent Compliance Risk Management (ICRM)… more
    Citigroup (05/07/25)
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  • Personal Banker SAFE Act - Flatbush Branch

    Citigroup (Brooklyn, NY)
    …compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business ... 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… more
    Citigroup (05/07/25)
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  • Personal Banker

    Citigroup (Rockville, MD)
    …compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business ... 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… more
    Citigroup (04/22/25)
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  • Senior Wealth Advisor - International…

    Citigroup (San Francisco, CA)
    …compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business ... bank and brokerage assets . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and… more
    Citigroup (02/19/25)
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  • Premier Advisor or Premier Banker - Charlotte…

    Truist (Charlotte, NC)
    …mass affluent market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop ... periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work… more
    Truist (05/06/25)
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