Overview: The Private Banking Officer serves as relationship manager for a portfolio of high net worth individuals... organizations that reflect and define the Private Banking market. Manages and develops loan and deposit account relationships...
A Service Officer provides service support to the Citi Private Latin America businesses. Their focus is to ensure... to target market clients Strengthen private banking relationships by providing efficient and timely client service and problem...
requests in the absence of: Relationship Manager, Private Banking Officer and/or Country Manager. ● Adhere to Bank’s Anti... stop payments, dormant accounts, W-8, Internet Banking Enrollments, E-Statements, Reference Letter, items received through...
service areas or banking representatives. Executes a variety of customer transactions in accordance with applicable policies... and balances. Prepares official checks and money orders. Refers customer to an officer for authorization to cash check when...