Teams at Citigroup

Build and deepen relationships with affluent and high-net-worth clients, identify financial needs, and provide tailored banking, credit, investment, and financial planning solutions. Acquire new clients through referrals, expand portfolio value, coordinate with product specialists and branch partners, organize client events, and maintain high-touch client engagement. Ensure adherence to KYC, AML, SAFE Act, FINRA, insurance, mortgage licensing, regulatory, and compliance requirements.

Originates residential mortgage loans by advising customers, analyzing financial profiles, recommending lending solutions, developing referral relationships, and driving mortgage sales. Coordinates with branches, processors, underwriters, closers, and operations teams to ensure accurate, compliant, and timely loan closings. Maintains regulatory knowledge, manages customer relationships, promotes Citi financial services, and assesses lending risks.

Build and deepen relationships with affluent and high-net-worth clients by assessing financial needs, providing holistic banking, credit, investment, and financial-planning solutions, and expanding client portfolios. Acquire new clients through referrals, manage follow-up, organize client events, and coordinate with lending, financial advisory, and business partners. Maintain compliance with KYC, AML, SAFE Act, FINRA, insurance, and mortgage-originator requirements while supporting excellent branch experiences.