Julie Chu
client onboarding group manager at citi private bank@ Citi
New York, New York, United States
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Julie Chu is a highly experienced professional with 29.1 years of work experience in the banking industry. She has a strong background in account reconciliation, portfolio management, financial services, risk management, and credit. Currently, she serves as the US Account Opening Team Lead at Citi Private Bank in the United States. Julie has held various positions at Citi, including Senior Vice President, Client Onboarding Group Manager, Auditor, Reconciliation Manager, Operations Officer, and Senior Account Opening Team Lead. She has also worked at Cathay Bank as an Operations Officer. Julie's expertise and extensive work history make her a valuable asset in the financial services industry.
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Emails and Phone Numbers

@gmail.com
+1 212559****
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About

US Account Opening Team Lead at Citi Private Bank

Work Experience

388 Greenwich Street, New York, New York, 10013, US

Financial Services

189360
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Julie Chu's Professional Milestones

  • client onboarding group manager at citi private bank (2007-07-01~): Streamlined onboarding process, improving customer satisfaction and enhancing team productivity.
  • Auditor (2007-02-01~2007-06-01): Overseeing thorough financial audits, ensuring compliance with regulatory standards and enhancing risk management in the organization.
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