Financial Executive-San Francisco (Citibank North America)

Citibank North America’s Retail Distribution Group delivers a wide array of banking, lending, insurance (1), and investment services (2) to individual consumers in the U.S. The Commercial Markets Group focuses on the financial needs of small- and middle-market businesses. The network of Financial Centers, which currently includes approximately 800 locations, is complemented by our electronic delivery systems, including 24/7 access to ATMs, Citibank Online, and CitiPhone Banking.

Citigroup Inc. and its subsidiaries ("Citigroup") are equal opportunity employers M/F/D/V and do not discriminate on the basis of any legally protected status or characteristic. Nothing in this site constitutes a promise or offer of employment.

The Financial Executive educates and provides value-based solutions to clients on financial investment products that meet their needs as identified through financial needs analysis. Conduct learning activities to generate business and educate Financial Center associates and clients. Analyze client needs and profiles to identify potential sales opportunities and trends in local niche markets.
REQUIREMENTS
Relevant investment industry experience, financial analysis, and strong client relations skills. Strong knowledge of market, competition, financial industry, and security regulations. Series 7, 63, Life and Health licenses required.