Post job

Citi jobs in San Francisco, CA

- 873 jobs
  • Wealth Group Executive - San Francisco, CA

    Citigroup Inc. 4.6company rating

    Citigroup Inc. job in San Francisco, CA

    The Wealth Group Executive is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. Requires a comprehensive understanding of multiple areas within a function and how they interact to achieve the objectives of the function. Applies in-depth understanding of the business impact of technical contributions. Strong commercial awareness is a necessity. Generally accountable for delivery of a full range of services to one or more businesses/ geographic regions. Excellent communication skills required to negotiate internally, often at a senior level. Some external communication may be necessary. Accountable for the end results of an area. Exercises control over resources, policy formulation and planning. Primarily affects a sub-function. Involved in short- to medium-term planning of actions and resources for own area. Full management responsibility of a team or multiple teams, including management of people, budget and planning, to include performance evaluation, compensation, hiring, disciplinary actions and terminations and budget approval. Responsibilities: * Wealth Group Executive's primary focus is to ensure corporate strategy execution on a regional level. * Visible to CBNA/CPWM senior management and is a clear ambassador to the overall growth and success of the CPWM Investment business. * Job function includes top regional supervisory responsibilities, setting vision and productivity goals, overall market profitability, sales, operations, recruiting/salesforce growth, and adhering to all regulatory rules/guidelines. * Responsible for all Financial Advisors in a defined region with direct managerial oversight. * Effectively executes the implementation of the CPWM/Citigold team strategy. * Instrumental in monitoring the referral volumes between internal CPWM FAs and partners such as retail bank, mortgage, Citigold RMs, Cards and segmentation placing between Citipriority and Citigold. * Partners with CBNA counterparts, Division Managers, to ensure cross-business line referrals and to provide the most transparent Citi customer experience. * Responsible for the execution of Citigold Wealth Centers, Citigold Hubs, and Citipriority sales growth through the interaction with RSMs, Citigold Market Managers, and Area Directors within the Retail Bank. * Direct contact for CPWM Senior Management for market results and regular business updates. * Provides strong leadership, conviction and messaging to all market direct reports towards driving the new CPWM client centric and segment strategy. * Motivates, persuades, and leads a diverse group of Advisors, Relationship Managers, and non-team partners to execute on delivering value to the Citi shareholder with existing and new clients of Citi. * Demonstrates ability to attract talent in relevant markets both at the producer level and the leadership level. * Communicates effectively with senior management representing CPWM and the franchise. This includes heads of HR, Legal, Risk, Compliance, ICG, Mortgage, Retail Bank, Commercial Bank, and Capital Markets. * Represents Citi at industry conferences and lead discussions regarding Citi strategy and overall market presence. * Strategic thinking and critical / objective decision making to build consensus, drive incremental results, and work with a broad spectrum of stakeholders. * Drives execution with a high sense of urgency, focused on details and managing multiple and complex matters, often including multiple stakeholders and leaders internal and external to Citi. * Owns the collective results in sales, hiring, risk management, and productivity within the sales organization and the overall bank franchise. * Owns and manages a profitable P&L with a focus on driving a remarkable client experience while helping to drive improvement in NPS and KDS client metrics throughout the organization. * Understands and drives client segmentation as well as the future growth strategy and client metrics. * Contributes to the organization's goals and embodies the firm's leadership standards and values by collaborating effectively with others and setting the standard for leadership. * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. Qualifications: * 10+ years of experience * Robust investment and insurance sales experience; prior investment/insurance sales management required. * Demonstrated ability to lead, motivate, and influence others. * Excellent verbal and written communication skills Customer service orientation. * Required: US FINRA Registration: SIE; Series 7; Series 63 + Series 65 (or Series 66); Series 9 + Series 10 (or Series 24, Series 4, and Series 53) * Must meet ALL US FINRA Registration requirements within 150 days of hire date. * Required: Group 1 - Life and Variable Annuity License * Must meet ALL requirements within 150 days of hire date. Education: * Bachelor's/University degree, Master's degree preferred * ----------------------------------------------------- Job Family Group: Private Client Coverage * ----------------------------------------------------- Job Family: Franchise Management * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: San Francisco California United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $211,280.00 - $316,920.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Oct 09, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
    $93k-150k yearly est. 50d ago
  • Senior Wealth Advisor

    Citigroup Inc. 4.6company rating

    Citigroup Inc. job in San Francisco, CA

    The Financial Advisor is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Responsibilities: * Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States. * Manage accounts of high net worth investors and jointly develop financial strategies with the Private Bankers. * Conduct sophisticated economic and financial market analyses. * Analyze economic trends/activities and advise the effects on the investors' portfolios * Recommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios. * Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation. * Develop relationships and generate ideas with the Bankers and the clients that will lead to the growth of the asset base. * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * 6-10 years of experience * NYSE Series 7 and 66 licenses and additional licensing as needed * Proficient in software applications (ex. Microsoft Word, Excel. * Knowledge of Bloomberg a definite asset * Ability to communicate with co-workers and clients. * Excellent written and communication skills. * Strong financial background Education: * Bachelor's/University degree, Master's degree preferred * ----------------------------------------------------- Job Family Group: Private Client Coverage * ----------------------------------------------------- Job Family: Financial Planning Services * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: San Francisco California United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $70,000.00 - $200,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Oct 31, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
    $70k-200k yearly 47d ago
  • JPMorgan Private Client - Client Experience Specialist Manager

    Jpmorganchase 4.8company rating

    San Francisco, CA job

    Are you ready to lead a team towards redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Manager and take charge of a group of Specialists dedicated to delivering unparalleled service. As the Client Experience Manager within JPMorgan Private Client, you'll direct a team of Specialists who are instrumental in helping our clients explore the full financial possibilities their wealth creates. You will coach and develop a high performing team that is able to act as an extension of our Relationship Manager team, provide exceptional service to our clients, and assist with servicing needs. Job Responsibilities Manage a team of Client Experience Specialists by providing oversight of day to day activities, ensuring the team's adherence to operating policies and procedures, and legal and compliance regulations, while independently resolving escalations. Provide ongoing coaching and mentoring to team members, fostering their professional growth and development through feedback, goal-setting, and skill building opportunities. Work with your Regional Managing Director to manage team capability by aligning Client Experience Specialist team members to Relationship Manager, and solicit feedback to identify development opportunities. Utilize product and process knowledge to coach team members and quickly resolve client escalations. Build a strong network of collaborative partnership across the Firm. Execute on business initiatives by creating and including developing and delivering executive and external reporting and other communications. Make informed business decisions using your independent judgement, skill set, and subject matter expertise, in combination with documented policies and procedures. Responsible for recruiting, interviewing and making hiring decisions for the team. Required Qualifications, Capabilities, and Skills Five or more years of financial services experience. Demonstrated experience delivering exceptional client service to an affluent client base. Preferred Qualifications, Capabilities, and Skills A bachelor's degree Two years' experience leading a team focused on cultivating relationships through delivering Deposit Banking, Home or Business lending needs. This position is subject to Section 19 of the Federal Deposit Insurance Act (FDIA). Employment is contingent upon a review of criminal conviction history. This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process . Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
    $67k-97k yearly est. Auto-Apply 28d ago
  • Client Solutions Architect Director-Payments-Executive Director

    Jpmorgan Chase & Co 4.8company rating

    Palo Alto, CA job

    JobID: 210675388 JobSchedule: Full time JobShift: Base Pay/Salary: Brooklyn,NY $166,250.00-$260,000.00; Jersey City,NJ $166,250.00-$260,000.00; Chicago,IL $147,250.00-$235,000.00; Palo Alto,CA $166,250.00-$260,000.00 Leverage your deep technical knowledge to reshape how clients experience our products and help to elevate every client interaction. As a Client Solutions Architect Director in JPMorgan Payments Merchant Services, you are a technical expert for a set of products. You are well-versed in the sales cycle and in designing solutions to address clients' complex problems. As a leader on your team with advanced technical capabilities, you leverage your skills to innovate on how products are solutioned, designed, enhanced, and modified, and create new ways for teams to successfully consult with clients to continuously improve their experience with the firm's products. Merchant Services is the global payment processing business for JPMorgan Chase & Co processing over $2.2 Trillion in annual transaction volume. Merchant Services is a leading providers of payment, fraud, and data security for companies of all sizes and is engaging in a multi-year international expansion, platform modernization. The candidate is a strategic and analytical leader and is passionate about delivering solutions to clients. The candidate should have experience facilitating and influencing product, sales, and technology transformations. The candidate should possess an understanding of how corporations leverage payments and fintech services to manage and grow their business. Job responsibilities * Advises Client Solutions Architect teams on the strategies and best practices for configuring and modifying the firm's existing products and solutions, often in partnership with Technology, to fit complex client use cases * Coordinates with clients and our Development and Delivery teams, drawing on technical knowledge, experience, and client feedback to lead product design and define the development requirements for enhancements * Engages Sales in solutioning and mandating deal stages on high-level pricing, pipeline planning, and account planning * Manages and leads Client Solutions Architect team * Speak as a SME on technical integrations, API's and micro-services architectures * Identifies and defines development requirements for product design enhancements based on client feedback * Be a key member of a JPMorgan account team with deep involvement in defining the customer strategy; Identify and close new complex opportunities and accelerate solution adoption. * Serve as a subject matter expert on payments solutions and possess a deep understanding of our clients' needs and current industry trends * Act as the "Voice of the Customer" to bring insights, trends and opportunities to the leadership, product and engineering teams from the forefront and prioritized for delivery. * Collaborate with the account team to respond to client RFPs and demonstrations in a timely manner Required qualifications, capabilities, and skills * 10 + years of experience or equivalent expertise working within a broad set of products to solve client use cases * Extensive experience in partnering with clients (client-facing) in a technology field with engineers * Strong ability and experience explaining technical concepts to non-technical audience * Experience in supporting a Sales team while pitching and delivering complex technical products, projects, or applications * Demonstrated experience in structuring and handling complex business solutions or technology problems to meet client needs while advising teams on strategies and best practices * Demonstrated ability to apply a deep technical understanding to solution configurations in a specific domain * Experience supporting Sales in pricing, pipeline planning, and account planning * Experience working with clients in a technology field and interfacing with engineers; Previous presales experience required * 10 + years of experience or equivalent expertise in problem-solving across multiple teams and a cluster of products * Executive engagement skills and presence, with an ability to establish strong relationships with key decision makers and build credibility at all levels; Thorough understanding of the software development lifecycle and API architecture. * Ability to understand how a wide variety of applications such as ERP, CRM, Billing, Tax and legacy systems interact with each other in an enterprise technology ecosystem. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
    $166.3k-260k yearly Auto-Apply 60d+ ago
  • Asset Management - Real Estate Investment Specialist West Coast - Executive Director

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    JobID: 210661929 JobSchedule: Full time JobShift: Base Pay/Salary: Los Angeles,CA $200,000.00-$350,000.00; San Francisco,CA $200,000.00-$350,000.00 J.P. Morgan Asset & Wealth Management, managing over $2 trillion in client assets, is a global leader in investment and wealth management. Serving institutions, high-net-worth team members, and retail investors worldwide, the division offers comprehensive investment management across all major asset classes. With nearly $70 billion in AUM, the Real Estate Americas platform stands out for its strategic relationships and market leadership, supported by a team of over 230 professionals. Our expertise covers core real estate to opportunistic strategies, across the capital stack, and includes diverse fund offerings for defined contribution plans. Job Summary: As an Asset Management - Real Estate Investment Specialist West Coast - Executive Director within the Real Estate Americas team, you will play a lead role in prospecting for new clients, deepening existing client and consultant relationships, and creating and providing thought leadership. You will report to the Head of US Client Strategy for Core & Core Plus Funds. Job Responsibilities: * Growing and maintaining our Real Estate Americas book of business with our U.S. client base (including corporate pension funds, state and government sponsored investment funds, insurance companies, endowments and foundations, as well as other investors). * Initiating relationships with new clients, expanding number of mandates with existing clients, garnering additional commitments for existing mandates as well as maintaining existing mandates. * Manage existing client relationships with the goal of creating strategic partnerships by deepening and expanding the assets we manage on their behalf. * Establishing an annual strategic plan, maintaining regular contact with key client representatives, including field consultants, delivering very clear and concise account reviews, including thoughtful interpretations of near term economic and other relevant external events. * Understanding client investment goals and objectives and providing thought leadership on solutions to meet their investment objectives. * Delivering the platform and firm resources to the client. * Keeping abreast of the competitor landscape and providing insights and driving messaging on how to position our strategies to best compete. * Establish excellent collaborative working relationships with the Client and Consultant Advisor teams, investment teams, research, portfolio managers, investor relations, product development and other key stakeholders across the firm. * Pursue new business opportunities which fit with our business platform and model, identifying the investment organizations which are prospects for our products and services and establish relationships with senior investment professionals at these organizations Required Qualifications, Capabilities and skills: * Minimum 7+ years of experience successfully raising capital for real estate investment strategies or equivalent investment experience * Network of relationships with Western U.S. institutional real estate investors * Ability to deliver concise, persuasive, and technically sound new business presentations and investment reviews including market outlook, fund/portfolio and underlying investments * Excellent written and oral communication skills and intellectual curiosity in the subject matter * Strong relationship building skills applicable to existing clients, prospective clients and internal stakeholders across Real Estate Americas and the broader firm * Strong understanding of regional economic forecasts and the ability to interpret them relative to the performance of all products being represented by this team * Ability to incorporate current economic forecast information from internal and external sources into asset class and fund positioning communications * Working knowledge of portfolio construction and strategic asset allocation * Strong work ethic, results oriented and willingness to travel * Highest ethical values in professional and personal conduct * Undergraduate degree in business or related field Preferred Qualifications, Capabilities and skills: * Series 3, 7 and 63 certifications (or willingness to achieve) * Higher level of education preferred, MBA/CFA FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
    $77k-111k yearly est. Auto-Apply 60d+ ago
  • JPMorgan Private Client Relationship Manager - San Francisco, CA

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    JobID: 210657096 JobSchedule: Full time JobShift: Base Pay/Salary: San Francisco,CA $150,000.00 - $150,000.00 At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business. Job responsibilities * Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations. * Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach. * Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations. * Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication. * Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance. * Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. * Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities. * Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise. * Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence. Required qualifications, capabilities, and skills * Possess 10+ years in Financial Services, including affluent or complex relationship management and business development. * Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business. * Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships. * Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning. * Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service. * The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided. Preferred qualifications, capabilities, and skills * Hold a college degree or military equivalent. The base salary for this position is $150,000 / year. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis. More details about total compensation and benefits will be provided during the hiring process. Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
    $150k yearly Auto-Apply 60d+ ago
  • 2026 JPMorganChase Fellowship Program - Commercial & Investment Bank - Global Corporate Banking (GCB) Track

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    JobID: 210679966 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $25.00-$25.00; New York,NY $26.45-$26.45; Los Angeles,CA $26.45-$26.45; San Francisco,CA $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply. As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry. This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm. The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track. Job responsibilities * Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers. * Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors. * Prepare and present a curriculum-based project to an audience of senior stakeholders. Required qualifications, capabilities, and skills * Sophomore standing (expected graduation date of December 2027 through Summer 2028) * Attends college/university in the U.S. (all majors considered) in good standing * Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity * Possess a strong interest in developing professional skills for future opportunities in financial services Preferred qualifications, capabilities, and skills * Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Locations fellows may join: Atlanta, GA Chicago, IL Houston, TX Los Angeles, CA New York, NY San Francisco, CA You will have the opportunity to select up to three location preferences on your application. Potential placements may include any of our offices within the city's metropolitan area. Please make thoughtful selections when submitting your application, as your stated preferences will be considered during Superday and offer decisions. About Our Track Line of Business: Commercial & Investment Bank (CIB) Track: Global Corporate Banking Track (GCB) Participants will gain the necessary skills to engage with large corporations and public sector organizations, focusing on solving complex challenges and driving growth. You will gain a comprehensive experience in: * Comprehensive Learning: Gain insights into financing, risk management, working capital, and cash management * Coaching and Guidance: Benefit from the expertise of seasoned professionals who provide personalized coaching and strategic advice. * Global Exposure: Learn the breadth of our operations with access to a wide range of products and services across more than 60 countries. * Empowering Growth: Learn how we leverage the capital strength of JPMorgan Chase to support client expansion and innovation. The Global Corporate Banking Track (GCB) is designed to equip participants with the skills, knowledge, and global perspective needed to excel in the dynamic world of Global Corporate Banking. Through hands-on learning, coaching, and exposure to real-world challenges, you'll be prepared to make a meaningful impact and excel as a future leader in the industry. Recommended Course and/or Projects: * Courses in Financial and Managerial Accounting are key for analyzing financial statements and assessing organizational health * Microeconomics and Macroeconomics provide insight into market dynamics and economic trends affecting corporate strategy. * Proficiency in Excel, financial modeling, and ERP systems is increasingly valuable in banking. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled. JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
    $155k-236k yearly est. Auto-Apply 30d ago
  • Risk Management - Credit Officer - Associate

    Jpmorganchase 4.8company rating

    San Francisco, CA job

    Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business responsibly by anticipating new and emerging risks, and using your expert judgment to solve real-world challenges that impact our company, customers, and communities. As a Credit Officer in the Credit Risk team, you will be conducting the essential credit analysis, performing due diligence, and reviewing documentation for new commercial real estate transactions with an emphasis on multifamily lending. You will operate in a dynamic, high-volume, and fast-paced environment, analyzing loans ranging from $1MM to $25MM+. You will be part of a highly collaborative team that prioritizes learning, professional development, inclusivity, and mentorship. Job Responsibilities Implement all facets of credit analysis on commercial real estate/multifamily loans. Identify issues/concerns, evaluate results, and formulate effective recommendations in a timely manner. Build and maintain strong relationships with internal business stakeholders including sales, processing, closing, and legal. Gain a thorough understanding of relevant policies, standards, procedures, and regulatory requirements. Apply data analysis techniques to interpret results and provide insights and recommendations to management. Keep up with industry trends and best practices in credit risk management to enhance decision-making and maintain a competitive edge. Required qualifications, capabilities and skills Minimum 2+ years of experience in commercial real estate lending or 3+ years in other banking/finance experience. Good understanding of multifamily real estate property valuations and cash flow analysis. Strong financial analysis skills, including evaluating property cash flows, property valuation, and personal financial statements. Demonstrated success in thriving within a fast-paced, collaborative environment while maintaining a high level of attention to detail. Excellent verbal/written communication and problem-solving skills. Ability to prioritize, plan, and manage processes to complete credit analysis and other assignments as needed. Proficiency in Microsoft Word, Excel, and PowerPoint, with the ability to quickly adapt to proprietary systems. Preferred qualifications, capabilities, and skills Bachelor's degree in accounting, finance, economics, or real estate is preferred. Familiarity with regional markets and municipal regulations. Experience with proprietary credit risk management tools. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
    $116k-152k yearly est. Auto-Apply 3d ago
  • Head Teller, Camden Branch

    Citigroup Inc. 4.6company rating

    Citigroup Inc. job in San Jose, CA

    The Head Teller is an entry-level position responsible for executing day-to-day banking activities, including the delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to utilize banking knowledge to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions. Responsibilities: * 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 first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service * Perform efficient and accurate banking transactions including, managing cash supply for the branch, processing incoming/outgoing cash deposits, and maintaining branch vault cash * Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of customer and bank assets * Ensure all client needs are met and effectively manage any client issues/concerns, escalating as needed * Maintain working knowledge of client accounts as well as new and existing products and services offered * Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics. * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * 1 year relevant experience * Demonstrated sales and customer service experience * Money handling experience * Demonstrated leadership skills * Effective problem solving and communication skills * Ability to work well in a team oriented environment Education: * High School diploma or equivalent This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. Good Faith Schedule- subject to change base don business needs> 1st week: Monday, Tuesday, Thursday, Friday 9:00am-5:30pm Sat 9:30am-2:30pm and Wed 10:00am-1:00pm 2nd week: Monday- Friday 9:00am-5:30pm * ----------------------------------------------------- Job Family Group: Customer Service * ----------------------------------------------------- Job Family: Branch Service * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: San Jose California United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $44,520.00 - $58,080.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Dec 10, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
    $44.5k-58.1k yearly 7d ago
  • 2026 Global Private Bank Advisor Program (Full-time Analyst) - US Private Bank

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    JobID: 210634577 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $100,000.00-$110,000.00; Pasadena,CA $100,000.00-$110,000.00; San Diego,CA $100,000.00-$110,000.00; San Francisco,CA $100,000.00-$110,000.00; Seattle,WA $100,000.00-$110,000.00; Westlake Village,CA $100,000.00-$110,000.00; Summit,NJ $100,000.00-$110,000.00; Washington,DC $100,000.00-$110,000.00; Greenvale,NY $100,000.00-$110,000.00; Rochester,NY $100,000.00-$110,000.00; Manhattan Beach,CA $100,000.00-$110,000.00; Walnut Creek,CA $100,000.00-$110,000.00; Los Angeles,CA $100,000.00-$110,000.00; Irvine,CA $100,000.00-$110,000.00; Las Vegas,NV $100,000.00-$110,000.00; Minneapolis,MN $100,000.00-$110,000.00; Palo Alto,CA $100,000.00-$110,000.00; Baltimore,MD $100,000.00-$110,000.00; Boston,MA $100,000.00-$110,000.00; Chicago,IL $100,000.00-$110,000.00; Cleveland,OH $100,000.00-$110,000.00; Denver,CO $100,000.00-$110,000.00; Greenwich,CT $100,000.00-$110,000.00 If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the program, you'll learn about our business and our clients while building your own expertise. As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service. You'll be encouraged to network across the firm and discover all our opportunities as you consider your next career move. After the program, many full-time Analysts are promoted to Associates and build long-lasting careers with us. The program begins with a five-week immersive global training program, in which you will join incoming Analysts from around the world to learn more about the firm and how we do business, build technical and professional skills, hear from senior executives and build global networks. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal training opportunities, as well as continued opportunities for development, engagement, and the opportunity to participate in program initiatives. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time. Job responsibilities * Work with a team of advisors and specialists to bring in new clients and serve existing clients * Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth Required qualifications, capabilities, and skills * Pursuing a Bachelor's or Master's degree * Graduation date of December 2025 through June 2026 * Highly driven person who enjoys working in teams to develop complex solutions * Exceptional interpersonal, communication, analytical and problem-solving skills * Excellent organizational skills and ability to multitask * Genuine interest in financial markets and macro-level economic trends * Desire to ultimately work with external clients in a relationship building and sales capacity * Ability to thrive in a fast-paced, collaborative environment * Highly inquisitive, focused and pro-active * Good judgment and discretion when working with confidential information * To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. Our Locations Atlanta, GA Austin, TX Baltimore, MD Baton Rouge, LA Birmingham, MI Boston, MA Charlotte, NC Chicago, IL Cincinnati, OH Cleveland, OH Columbus, OH Dallas, TX Denver, CO East Bay, CA Fort Lauderdale, FL Fort Worth, TX Grand Rapids, MI Greenwich, CT Houston, TX Indianapolis, IN Irvine, CA Jacksonville, FL Las Vegas, NV Long Island, NY Los Angeles, CA Manhattan Beach, CA Miami, FL Milwaukee, WI Minneapolis, MN Naples, FL Nashville, TN New Orleans, LA New York, NY Oklahoma City, OK Orlando, FL Palm Beach, FL Palo Alto, CA Pasadena, CA Philadelphia, PA Pittsburgh, PA Rochester, NY Salt Lake City, UT San Antonio, TX San Diego, CA San Francisco, CA Scottsdale, AZ Seattle, WA St. Louis, MO Summit, NJ Tampa, FL Tulsa, OK Washington D.C. Westlake Village, CA JPMorgan Chase is committed to providing a comprehensive set of benefits choices to meet different employee needs and lifestyles. The JPMorgan Chase U.S. Benefits Program is generally available in whole or in part to most employees in the U.S. who meet the eligibility criteria. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more. Join Us JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities. We're located in more than 120 offices across 11 countries and 25 states. Guided by industry leaders, our teams deliver best-in-class service for our clients around the world. J.P. Morgan was named 2021's "Best Private Bank in the World" and "Best Private Bank in North America" by Global Finance magazine. For more than 200 years, we have been working with innovators, entrepreneurs, industry leaders and their families to help them achieve their unique ambitions, secure their legacies and make a difference in the world. That means providing meaningful, tailored advice now and across generations. The Private Bank helps clients plan, invest, borrow and bank to create the life and legacy they envision.
    $100k-110k yearly Auto-Apply 60d+ ago
  • Citi Wealth at Work - Banker - Director

    Citigroup Inc. 4.6company rating

    Citigroup Inc. job in Palo Alto, CA

    Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. Citi Global Wealth at Work is designed to be a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive banking, investing, wealth management & planning services and access to a dedicated Private Banker. We also support firms, and we offer a range of specialized capabilities both for your company and your employees. Whether it's access to a Private Banker as a corporate benefit, or financing, we aim to be your comprehensive financial partner. The Banker is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but beyond the business itself. Requires a broad and comprehensive understanding of the field. Is a true thought leader who develops new techniques, methodologies and approaches in own field to directly impact the work of others and the results of the organization. Recognized as a resource for innovation or groundbreaking developments. Excellent communication skills required in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the business and are likely to involve external parties such as clients, government bodies or other organizations. A sizeable impact on a major function and/or the business through making decisions that determine technical approaches and strategies for the area. Responsible for setting the technical direction of technical areas that are key to the business. Decisions made at this level will determine technical developments and the general technical strategy of the whole technical area. Responsibilities: * Actively identify prospects and establish contact with them/convert prospects into clients. * Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. * Anticipate events in a client's life and business which have significant financial implications. * Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. * Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate. * Bring together the product experts to develop long-term solutions to strengthen relationships with the firm. * Help clients achieve broad financial/investment goals related to the creation and management of wealth. * Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction. * Ensure clients are presented with seamless execution of internal processes and Citigroup services. * Apply an in-depth level of knowledge in key investment and financing products. Qualifications: * 15+ years of experience * Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling * Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. * Series 7 & 66 Required Education: * Bachelor's/University degree, Master's degree preferred * ----------------------------------------------------- Job Family Group: Private Client Coverage * ----------------------------------------------------- Job Family: Private Banker * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Palo Alto California United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $200,000.00 - $300,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Sep 29, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
    $101k-141k yearly est. 50d ago
  • Head Universal Banker, Los Altos Branch

    Citigroup Inc. 4.6company rating

    Citigroup Inc. job in Los Altos, CA

    The Head Universal Banker is a leadership role responsible for providing exceptional service delivery to our internal and external customers while guiding and supporting the branch team. This role not only executes all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) but also leads, coaches, and mentors team members. The Head Universal Banker plays a key role in championing risk and control, driving lobby leadership, and ensuring consistent delivery of client and team experiences aligned with the bank's standards Responsibilities: * Lead, coach, and support Universal Bankers and Tellers by modeling excellent service behaviors and mentoring on sales, service, and compliance routines. * Guide both clients and team members in the branch, providing support in complex transactions and ensuring an exceptional client experience. * Champion risk and control by monitoring day-to-day operations, ensuring compliance with policies, supporting the Branch Manager * Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.) * Act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs. * Continuously learns new and existing products through sales aids (features, benefits, fees, etc.) demonstrating positive, can- do attitude and customer first culture. * Provide exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively. * Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions * Energetically greet and interact with clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into sales or referrals * Required to approach and engage clients in the branch lobby to demonstrate expertise in digital capabilities and to identify the financial needs of the clients. May require standing 60-70% of the work day * Ability to use the various marketing tools and digital technology available in the branch to present product offers and financial solutions to existing and potential clients (e.g. sales wall, tablet, smart phone, workbench, iPads, etc.) * Connect clients to the appropriate partners as necessary (e.g. leverage video conference for FA, mortgage specialist, etc.) * Take full ownership of clients' problems to resolve client complaints/issues promptly and effectively to ensure complete client satisfaction with resolution * Recognize transaction needs of clients, direct them to the alternative self-service channels and provide assistance with self- service as needed * Educate clients on self-service capabilities and encourage use of digital service channels (e.g. Online, Mobile, ATM, TCR, Teller Assist Unit, if applicable, etc.) * Exercises ownership and ensure all follow-up items are complete or handled off to the appropriate individual(s) and work harmoniously with multiple team members * Engage the Citi client by welcoming them with a warm friendly smile, pleasant demeanor, using the client name, whenever possible, and thanking them for doing business with Citi * Executes financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing * Listens carefully to the client and willingly assists with any questions or problems the client has * Makes sure all needs are met before concluding the transaction, making the client feel his/her time is being valued without being rushed * Shows initiative, empathy and proactively prevents and handles problems with clients while assisting other tellers as well * Create a warm, welcoming and friendly environment for customers and employees by foster teamwork in the branch to ensure a positive overall customer experience. * Effectively executes all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships * Adheres to and comply with Citibank policies, standards, operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets * Duties may include managing the supply of cash for branch needs based on business demand, in addition to managing incoming/outgoing cash shipments/maintains vault cash, including buying and selling of cash with branch Tellers and ATMs, as needed (including competence in using teller NBS system & cash recycler to assist customers) * Good leadership skills and the ability to motivate others * Actively promoting and participating in branch incentive program(s) by promoting and participating in a sales and service programs consistent with Citi's business plan goals * Providing working leadership and guidance to peer Universal Bankers or Tellers through assignment of work and technical guidance, when needed * Assisting and providing coverage for leadership team with leading by example * Provide feedback to management on ways to enhance sales processes and service delivery * Providing coaching and education to the other Universal Bankers or Tellers regarding Digital capabilities, transaction processes and priorities, including a streamlined sales & service process, digital first approach, focus on client problem resolution and effective utilization digital technologies * Resolving complex client issues or needs; connect with relevant specialists or senior leaders as needed * Appropriately assesses risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * 2-4 years relevant experience * Required Skills: * Experience with face-to-face customer service, digital engagement and basic sales/referrals * Open, client service orientation and desire to help customers is required * Sales experience desired * Excellent verbal and written communication skills * Analytical and problem solving skills * Basic computer and digital tools skills * Preferred Skills: Retail experience Education: * High School diploma or equivalent * ----------------------------------------------------- Job Family Group: Consumer Sales * ----------------------------------------------------- Job Family: Branch Sales * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: Los Altos California United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $56,500.00 - $73,700.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Dec 08, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
    $56.5k-73.7k yearly 9d ago
  • Mortgage Home Lending Officer - Northern California

    Citigroup 4.6company rating

    Citigroup job in San Jose, CA

    The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers. Responsibilities: + 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 the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history. + Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution. + Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives + Advise customers about the consequences, risks, and benefits of alternative lending solutions. + Promote Citi's brand, and promote Citi as the provider for lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers. + Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors. + Work as a team with all internal partners to support and grow our customers. + Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals. + Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters. + Work with Processors/Closers and customers to ensure the timely closing of the customer's loan. + Go outside to key referral relationships (Realtors, CPA's, Builders, etc). to drive mortgage business into the bank. + Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. + Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: + 2-5 years relevant experience + 3+ years previous mortgage sales experience required + Residential Mortgage experience required + Established book of business + Proven product sales capability is required. + FHA/VA & conventional loan experience is preferred + The ability to comprehend and explain financial calculations and pricing alternatives. + The ability to communicate with customers about the proper documents and information needed to obtain a particular loan. + Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA. + Demonstrated customer service skills + Strong relationship development and management skills + Expertise of general lending products and overall mortgage industry. + This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, Education: + Bachelor's/University degree or equivalent experience ------------------------------------------------------ **Job Family Group:** Consumer Sales ------------------------------------------------------ **Job Family:** Consumer Product Sales ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** San Jose California United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $60,000.00 - $175,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Oct 21, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
    $60k-175k yearly 57d ago
  • Digital & Design: Platform Services Product Manager - Vice President

    Jpmorgan Chase & Co 4.8company rating

    Palo Alto, CA job

    You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations. Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients. As a Product Manager in Payments Digital & Design Platform Services, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle. As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value. Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences. With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations. Job responsibilities Develops a product strategy and product vision that delivers value to customers and aligns with company goals Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability Oversee day-to-day product management such as requirements gathering and definition, project management, product delivery, client experience and communication, as well as prioritize, negotiate, and remove obstacles to achieve business results. Manage client and competitor market research, develop product innovation roadmaps, and address fundamental trials of product commoditization to create an advanced set of solutions. Lead all aspects of program life cycle management including market demands, technology trends, and the competitive field. Partner with broad range of stakeholders across Structuring, Sales, QR, UX, Marketing, Legal and Technology to deliver business results through strategic capability builds; Analyze industry trends and the competitor landscape to deliver better products. Demonstrates a hands-on approach, willing to dive into details and collaborate closely with cross-functional teams Navigates and thrives in ambiguous environments, using strategic thinking and problem-solving skills to drive clarity and direction Required qualifications, capabilities, and skills 8+ years of experience or equivalent expertise in product management or a relevant domain area Advanced knowledge of the product development life cycle, design, and data analytics Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management Demonstrable experience in building scalable platform services Ability to work under pressure, manage deadlines and/or unexpected changes in expectations or requirements; Having an aptitude for translating complex business needs into technical requirements and ability to pick up new domains of knowledge and quickly become an expert Understanding and experience of working within an agile framework - scrums, sprint planning, backlog refinement Demonstrable experience of client centric design practices Consistently demonstrates clear and concise written and verbal communication Preferred qualifications, capabilities, and skills Masters and 5 years of experience in product management Demonstrated prior experience working in a highly matrixed, complex organization FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
    $137k-181k yearly est. Auto-Apply 60d+ ago
  • Physical Damage Specialist - Field

    USAA 4.7company rating

    Vallejo, CA job

    **Why USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. **The Opportunity** As a dedicated Field Physical Damage Specialist, you will within defined guidelines and framework, responsible for building relationships and providing oversight of our third-party vendors through virtual or in person interactions with members, claimants, and third-party personnel. Drives USAA's financial strength by ensuring accuracy and quality of third-party vendors' work product. Works to resolve problems with a focus on the mission and exceptional member experiences. This is a **field-based** role in the **North Bay, CA area** . Candidates who are willing and able to work in the **North Bay, Novato, Vallejo or the Western Area of Napa, CA** are encouraged to apply. **What you'll do:** + Responsible for on-boarding, oversight, maintaining partnerships, and coaching to performance of our contractual and/or operational goals as applicable. + Evaluate vendor work product to ensure quality, accuracy, and adherence to the terms and conditions of the contract. + Collaborate with 3PRM on vendor footprint to balance member needs and operational resources. + Responsible for complaint and payment discrepancy resolution within the vendor MOI. + Provide direction as needed on borderline Total Loss situations. + Accountable for providing decisions and insight on physical damage losses within authority granted and advances requests for further authority as needed. + Acquire and apply advanced knowledge of P&C insurance industry products, services, contracts and internal processes and procedures to ensure compliance. + Support workload surges and/or Catastrophe Operations, as needed. + Assist with managing output/throughput and associated USAA adherence guidelines affiliated with Auto Physical Damage processes (e.g., Rental, Alternative Parts Utilization, Vehicle Owner Communication, Assignment Completions). + Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. **What you have:** + High School Diploma or General Equivalency Diploma. + 4 years auto physical damage estimating experience. + Currently possess or acquire and maintain individual I-CAR Platinum Pro-Level 3 certification within 12 months of hire. + Capability to prioritize, problem solve, and effectively communicate next steps and path to resolution. + Effectively communicates through multiple channels to include utilization of digital tools to drive speed, accuracy, and service. + Acquisition and maintenance of insurance adjuster license within 90 days and designated number of attempts. + Strong oral and written communication skills. **What sets you apart:** + 5+ years of complex auto physical damage estimating + Experience with STARS or other automotive Direct Repair Programs (DRP) + Collision body shop experience + Proficiency with CCC vehicle damage estimating system + Supervisory experience over large repair shop networks + Proven ability to multi-task and triage claims in a high-volume environment + I-CAR Platinum certification + P&C insurance adjuster license + Currently reside in the North Bay, Novato, Vallejo or the Western Area of Napa, CA areas. + US military experience through military service or a military spouse/domestic partner [optional] **Compensation range:** The salary range for this position is: $77,120 - $147,390 **.** **USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).** **Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. **Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com _Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._ _USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._ **If you are an existing USAA employee, please use the internal career site in OneSource to apply.** **Please do not type your first and last name in all caps.** **_Find your purpose. Join our mission._** USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity. USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself - you just need to share our passion for serving our more than 13 million members. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. California applicants, please review our HR CCPA - Notice at Collection (********************************************************************************************************** here. USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.
    $77.1k-147.4k yearly 8d ago
  • Commercial Bank - Cash Management Sales Officer, Vice President

    Citigroup Inc. 4.6company rating

    Citigroup Inc. job in San Francisco, CA

    VP Cash Management Sales Officer - Global Solution Sales (Digital Technology & Communication) About Citi Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. Citi's Mission and Value Proposition explain what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities. Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all. This role will be centered around treasury and working capital sales and relationship building within our Digital Tech & Comms industry verticals in Citi's Commercial Bank. The key duties include ownership of a portfolio of existing clients, originating and winning new opportunities, defending existing business, realizing revenue from wins, and maintaining strong client relationships. The ideal candidate with take an entrepreneurial attitude to rapidly integrate into their role. The Global Solution Sales is a strategic professional who stays abreast of developments within own field and contributes to team strategy. The individual needs to have strong communication and diplomacy skills. Responsibilities: This role will include but not limited to partnering with our Relationship Managers globally to actively prospect, deepen and further grow our Digital Tech & Comms portfolios. The selected candidate will also partner with our product sales team as well as our product partners to deliver strategic treasury solutions for our clients. Candidates will also be responsible for pipeline management, reporting metrics as well as developing our incoming talent. Responsibilities: * Manage a portfolio of clients and take global, regional, and local accountability for delivering Treasury and Cash Management solutions to their clients. * Responsible for actively calling on clients in partnership with partners across the bank to deepen relationships. * Act as the primary global point of contact and accountability for Treasury solutions within their portfolio. * Global, regional, and local responsibility to grow their Treasury revenues; focused on finding new opportunities while building a trusted advisor status with Clients and Relationship Managers. * Drives innovation on the solutions we provide clients. * Shares knowledge with other sales consultants and junior staff. * Always ensures compliance with regulatory requirements including Citi's policies and guidelines. * Appropriately assess risk when business decisions are made, demonstrating close consideration for the firm's reputation while safeguarding Citigroup, its clients, assets, and clients. Knowledge/Experience: * A highly motivated and experienced Salesperson with a track record of prospecting new clients and driving new revenue within a large and growing portfolio of corporations. The individual should have financial sales, treasury product partnerships, or corporate treasury experience. Qualifications: * Minimum of 4-8 years corporate or commercial banking experience. * experienced salesperson with a track record of prospecting new clients and driving new revenue within a large and growing portfolio of corporations. * Background in financial sales, treasury product partnerships, or corporate treasury service. * Experience with Payments * Business Development experience * Knowledge in Market Industry Trends * Proven track record of successful client-focused activity and ability to design best in class Treasury proposals * Proven track record in a Treasury Management salesperson role. Demonstrated experience of meeting or exceeding sales goals * Strong Relationship and Client management * Strong problem solving and excellent interpersonal skills * Efficient time management and organizational skills * Excellent communication and influencing skills. * Strong analytical and problem-solving skills. * Education: Bachelor's degree, Master's a plus This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. * ----------------------------------------------------- Job Family Group: Commercial and Business Sales * ----------------------------------------------------- Job Family: Commercial Product Sales * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: San Francisco California United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $129,840.00 - $194,760.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Dec 15, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
    $129.8k-194.8k yearly 9d ago
  • Investment Banking- United States - 2026 ReEntry Program

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    JobID: 210691279 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $110,000.00-$200,000.00; San Franciso,CA $110,000.00-$200,000.00; Boston,MA $110,000.00-$200,000.00 About the Program At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Commercial & Investment Bank The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world. Group Overview: Investment Banking: Provides strategic advice, capital raising and risk management to corporations, governments and institutions worldwide through a suite of services including M&A, advisory, equity and debt capital markets, leveraged finance, and structured products. What We Look For: Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
    $110k-200k yearly Auto-Apply 6d ago
  • Mortgage Home Lending Officer - Northern California

    Citigroup Inc. 4.6company rating

    Citigroup Inc. job in San Jose, CA

    The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers. Responsibilities: * 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 the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history. * Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution. * Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives * Advise customers about the consequences, risks, and benefits of alternative lending solutions. * Promote Citi's brand, and promote Citi as the provider for lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers. * Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors. * Work as a team with all internal partners to support and grow our customers. * Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals. * Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters. * Work with Processors/Closers and customers to ensure the timely closing of the customer's loan. * Go outside to key referral relationships (Realtors, CPA's, Builders, etc). to drive mortgage business into the bank. * Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. * Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * 2-5 years relevant experience * 3+ years previous mortgage sales experience required * Residential Mortgage experience required * Established book of business * Proven product sales capability is required. * FHA/VA & conventional loan experience is preferred * The ability to comprehend and explain financial calculations and pricing alternatives. * The ability to communicate with customers about the proper documents and information needed to obtain a particular loan. * Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA. * Demonstrated customer service skills * Strong relationship development and management skills * Expertise of general lending products and overall mortgage industry. * This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, Education: * Bachelor's/University degree or equivalent experience * ----------------------------------------------------- Job Family Group: Consumer Sales * ----------------------------------------------------- Job Family: Consumer Product Sales * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: San Jose California United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $60,000.00 - $175,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Oct 21, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
    $38k-53k yearly est. 50d ago
  • Associate Banker SAFE Act - C12 - SAN FRANCISCO

    Citigroup Inc. 4.6company rating

    Citigroup Inc. job in San Francisco, CA

    The Associate Banker SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Responsibilities: * Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments * Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events * Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. * Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports * Assist the Banker in deepening the existing client relationship through deep-dive analysis * Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker * Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc. * Provide complete service support to client, including solving complex client inquiries * Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: * 5-8 years of experience * Knowledge of investments is required; banking and credit products desirable * Ability to manage relationships both internal and external; Ability to multi-task Education: * Bachelor's/University degree or equivalent experience * ----------------------------------------------------- Job Family Group: Private Client Coverage * ----------------------------------------------------- Job Family: Private Banker Support * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: San Francisco California United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $88,400.00 - $140,400.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Anticipated Posting Close Date: Oct 18, 2024 * ----------------------------------------------------- Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View the "EEO is the Law" poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting
    $88.4k-140.4k yearly 50d ago
  • Banking - Investment Banking, Summer Associate, San Francisco Healthcare (North America - 2026)

    Citigroup 4.6company rating

    Citigroup job in San Francisco, CA

    **You're the brains behind our work.** You're ready to bring your knowledge from the classroom to the boardroom; and Citi wants to help you get there. Whether it's honing your skills or building your network, we know that success can't come without growth. Our programs equip you with the knowledge and training you need to play a valuable role on your team; and establish a long-term career here. At Citi, we value internal mobility, and career growth is not a question of if, but when. Our Banking division, is looking for Summer Associates to join the Investment Banking team in NAM. The Investment Banking group provides sector expertise and strategic advisory solutions, including mergers & acquisitions, capital raising and other strategic financings to corporate, financial service and public sector clients. **Your time here will look something like this:** + Conduct industry analysis and research to intelligently advise corporate clients + Handle multiple banking projects while managing time and expectations + Develop new business presentations **We provide you with knowledge and skills you need to succeed.** We're committed to teaching you the ropes. The 10-week program starts in June and begins with a 1-week intensive training program. You will also be able to meet and network with Citi professionals from all parts of the bank through Citi's formal mentor program and Summer Associate events, both of which are great opportunities to hear people's experiences and learn more about the firm. Once you complete the program, you will be eligible for a full-time offer. **We want to hear from you if:** + You are pursuing an MBA from a top academic institution in the U.S. + You have relevant work experience **Who we think will be a great fit.** A dedication to learning and a true passion for the business are vital. As industries all over the globe continue to restructure and grow, we are hiring professionals who have a global perspective on the future of banking and want to make an impact on the corporate level. We value diversity and so do you. We'll also be looking for the following: + Commitment to personal growth and career development - a strong desire to learn and success in team environments + Knowledge of the global or domestic business landscape is a plus, but not required + Strong communication, planning, and organizational skills + Passion for client service and a dedication to deliver the best results on every project + Desire to develop a deep understanding of the financial industry + Unquestioned commitment to integrity and ethical decision-making **Application Instructions** : Candidates must apply through Citi's online application system in addition to the application process specific by your school. Please apply on Citi's website using the following parameters: Category: Investment Banking Job Type: University Programs Region: North America City: San Francisco ------------------------------------------------------ **Job Family Group:** Institutional Banking ------------------------------------------------------ **Job Family:** Investment Banking ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** San Francisco California United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $150,000.00 - $180,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Jan 05, 2026 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
    $150k-180k yearly 37d ago

Learn more about Citi jobs

Most common locations at Citi