Teams at Lexa Ai

Manages and grows relationships with affluent and high-net-worth clients through financial discovery, profiling, referrals, and holistic banking, credit, investment, and financial planning solutions. Acquires new clients, expands wallet share, conducts high-touch engagements and events, coordinates with product specialists and branch partners, and ensures compliance with KYC, AML, regulatory, and risk-management requirements.

Originates residential mortgage loans by advising customers, analyzing financial information, recommending lending solutions, developing referral relationships, promoting Citi services, and coordinating applications through processing and closing. The role manages client and partner relationships, drives mortgage sales and production, ensures regulatory compliance, and collaborates with internal banking, operations, processing, and underwriting teams.

Manages and grows a portfolio of high-value business banking clients across assigned branches. Sources new relationships, expands deposits, credit, and cash management products, and delivers sales-plan results. Provides business banking expertise and training to branch teams, collaborates with Wealth, Consumer, Mortgage, and credit partners, manages credit requests up to $250,000, supports loan closings, and ensures compliance, risk management, documentation accuracy, and customer satisfaction.