• Brokerage Business

    Truist (High Point, NC)
    …a cohesive branding strategy to maximize client retention and increase new business . 3. Create all external marketing collateral. 4. Facilitate a direct calling ... Oversee the use of contact management tools to track all business and prospecting activities. QUALIFICATIONS Required Qualifications: The requirements listed below… more
    Truist (02/05/25)
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  • Wealth Relationship Officer

    HSBC (Scarsdale, NY)
    …on accounts. The licensed WRO has a strong understanding of the brokerage and banking industry, trading operations, banking products and HSI's (HSBC Securities ... Inc. USA) brokerage products. Work is often performed under the direction...provide securities recommendations to clients. As the Wealth Relationship Officer , you will: + Provide high quality sales support… more
    HSBC (01/23/25)
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  • Mortgage Lending Officer SAFE Act - B11

    Citigroup (San Jose, CA)
    …highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and ... via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service… more
    Citigroup (01/24/25)
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  • VP, Risk Regulatory Engagement Officer

    Citigroup (New York, NY)
    …leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, ... including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. Our core activities are… more
    Citigroup (01/08/25)
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  • Information Security Officer , AVP

    Citigroup (New Castle, DE)
    …leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, ... including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a… more
    Citigroup (01/01/25)
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  • SVP, Strategic Partnerships Senior Lead…

    Citigroup (Atlanta, GA)
    …team-oriented, environment. **Job Family Group:** Consumer Sales **Job Family:** Consumer Business Development **Time Type:** Full time **Primary Location:** ... needs. + Serve as day-to-day Partner Liaison regarding product strategy, technology development and business execution to ensure successful execution of… more
    Citigroup (12/24/24)
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  • VP Model/Anlys/Valid Officer (Hybrid)

    Citigroup (Irving, TX)
    …leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, ... including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. Our core activities are… more
    Citigroup (01/31/25)
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  • Title Officer

    Anywhere Real Estate (Twin Falls, ID)
    …documents. Prepares appropriate write-ups for title insurance policies. Participates in business development activities to maintain existing customers and ... or complaints from customers, regulatory agencies, or members of the business community. Ability to effectively present information to top management, co-workers… more
    Anywhere Real Estate (12/21/24)
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  • Private Banker

    City National Bank (Washington, DC)
    …including: banking, credit, asset management, trust and estate planning, and brokerage . Manages overall relationship profitability and portfolio risk and is ... specialist acting as a technical consultant to clients and colleagues in various business segments and geographic locations. Must be in good standing under "The… more
    City National Bank (11/13/24)
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  • Client Manager

    City National Bank (San Francisco, CA)
    …families within a specific region. Partners with the Private Bankers in business development and relationship management activities to support high-net-worth and ... What you will do * Support Private Banker in all areas of new business development by coordinating colleagues and resources, ensuring tailored materials are… more
    City National Bank (02/04/25)
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