Personal Banker SAFE ACT, Piedmont Avenue Branch, Officer
$250kCitibank (Switzerland) AG
For additional information, please review .The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. **Responsibilities:*** Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products* Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program* Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers* Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience* Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals* Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions* Understand and comply with Citibank policies, standards and procedures* 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:*** 0-2 years of relevant experience* Previous banking, retail, or sales experience preferred* Knowledge of Smart Banking tools and technologies* NMLS registration; Safe Act compliant* Consistently demonstrates clear and concise written and verbal communication skills**Education:*** Bachelor's Degree/University degree or equivalent experienceThis 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:**Consumer Sales------------------------------------------------------**Job Family:**Branch Sales------------------------------------------------------**Time Type:**Full time------------------------------------------------------**Primary Location:**Oakland California United States------------------------------------------------------**Primary Location Full Time Salary Range:**$61,280.00 - $85,520.00In 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:**------------------------------------------------------*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 . View Citi’s and the poster.* #J-18808-Ljbffr
$250k
...Personal Banker Safe Act, West Portal Branch, Officer (Bilingual Preferred: Cantonese) Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity...Suggested$250k
The De Novo Personal Banker SAFE Act is responsible for proactively acquiring, expanding and retaining relationships, growing their book of business... ...this role is to support business growth in a newly opened Branch, connect with the local community and foster relationships...SuggestedFull timeLocal areaMonday to Friday- Citi is seeking a Personal Banker SAFE Act in San Francisco, California. This entry-level role focuses on assisting with sales and service activities to foster client relationships and increase individual consumer sales. Ideal candidates will have a Bachelor's Degree and...Suggested
- A leading global financial services firm is seeking a Personal Banker to assist in execution of sales and customer service activities in San Francisco. This entry-level role involves fostering relationships with clients and recognizing lending opportunities. Candidates...Suggested
- ...inclusion. As a Relationship Banker in a Chase Branch, you will represent our... ...proactively meet with them, both in person and over the phone, to build... ...Dodd‑Frank/Truth in Lending Act qualification requirements... ...) registration under the SAFE Act of 2008. As such, upon active...SuggestedImmediate startAfternoon shift
$25 - $32.69 per hour
...inclusion. As a Relationship Banker in a Chase Branch, you will represent our... ...proactively meet with them, both in person and over the phone, to build... ...Dodd Frank/Truth in Lending Act This position is subject to... ...) registration under the SAFE Act of 2008. As such, upon active...Immediate startAfternoon shift- Citigroup Inc. is seeking a Personal Banker SAFE Act in Berkeley, California. This entry-level position involves assisting in sales execution while... ...credit requests, delivering client services, and coaching branch staff. Candidates should have 0-2 years of relevant...
$61.28k - $85.52k
Citi is seeking a Personal Banker SAFE Act for its Berkeley branch. This entry-level position involves assisting in sales and service execution while fostering customer relationships. Ideal candidates have excellent communication skills, a degree, and prefer experience...- ...their financial needs. As a Private Client Banker in Branch Banking, you are the main point of... ...Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign... ...Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment...Immediate startAfternoon shift
- ..., and however they want. Meet with branch assigned clients, both in person and over the phone, to build lasting... ...requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd... ...(NMLS) registration under the SAFE Act of 2008. As such, upon active...Immediate startAfternoon shift
- Citi is seeking a Personal Banker SAFE Act in Albany, California. This entry-level position focuses on assisting sales and services and fostering... ...building referral opportunities and providing coaching to branch staff. The ideal candidate will have 0-2 years of relevant...
- Reconciliation Officer at Avenue Healthcare Job Objective/purpose Confirmation of actual debtors’ receipts, obtaining remittances and timely... ...reducing turnaround times and enhancing claim recovery efficiency. Person Specification Bachelor’s degree in a business‑related field....
$109.12k - $163.68k
Associate Banker SAFE Act LO - C12 San Francisco, CA. The Associate Banker SAFE Act LO is a seasoned professional role that applies in-depth... ...or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation, please...Full time$43.68k - $69.9k
...Third Bank. GENERAL FUNCTION: The Personal Banker I position will provide an exceptional... ...sound decisions. This position requires SAFE Act registration at the time of employment... ...). WORKING CONDITIONS: Normal office environment. Extending viewing of computer...Work at office$74.8k - $112.2k
...Most Innovative Companies in Finance and Personal Finance. About the Role We are... ...preparation, and submission of new corporate, branch, and individual MLO (Mortgage Loan... ...regulations (e.g., TILA/RESPA, ECOA, FCRA, SAFE Act, and state-specific Consumer Credit Codes...Remote workVisa sponsorshipWork visa$43.68k - $69.9k
Personal Banker I - Alameda Total Base Pay Range 43,680.00 - 69,900.00 USD Annual LOCATION -... ...sound decisions. This position requires SAFE Act registration at the time of employment... ...(NMLS). Working Conditions Normal office environment. Extending viewing of computer...Work at office$36.6k - $67.5k
...interest. Works collaboratively within the branch and through various channels with BMO... ...guidelines. Makes credit recommendations for personal lending transactions, including home... ...credit granting principles and BMO policies. Acts as a key member of a collaborative and...- Citi is hiring for an entry-level Personal Banker SAFE Act position in Hayward, California. This role focuses on building strong customer relationships... ...handling business credit requests, providing coaching to branch staff, and conducting client outreach to deepen...
- Citi is looking for a De Novo Personal Banker SAFE Act in San Francisco, CA. The role involves acquiring and expanding client relationships while... ..., educating clients on digital services, and coaching branch staff. The ideal candidate has banking or sales experience,...
- Citi is seeking an entry level Personal Banker SAFE Act in San Pablo, California. This role involves fostering relationships with clients, assisting... ...opportunities, educating clients on financial solutions, and providing coaching to branch staff. #J-18808-Ljbffr Citi
- Citigroup Inc. is seeking a motivated individual for the Personal Banker SAFE Act position in Albany, California. This entry-level role focuses on assisting clients, fostering loyalty, and driving sales growth through effective relationship management. Applicants should...
$61.28k - $85.52k
Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act in San Pablo, California. This role involves assisting in sales, building customer... ...managing business credit requests, collaborating with branch staff, and educating clients on banking products. Ideal candidates...$61.28k - $85.52k
Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act in San Pablo, California. The role involves assisting in executing sales and... ...business credit requests, providing client services, and coaching branch staff. Candidates should have 0-2 years of relevant...$135k - $172k
...Departmental Overview The Office of Environment, Health &... ...) is the campus expert on the safe handling of biological materials... ...expert in biological safety: Acts as delegated representative of... ...hoods and laboratory ventilation, personal protective equipment, and...Full timeH1bWork at officeLocal area$61.28k - $85.52k
...Citibank (Switzerland) AG in San Francisco is seeking a Personal Banker SAFE Act to assist in sales and customer service. This entry-level role focuses on building relationships with clients and increasing sales through effective communication and understanding of banking...$100k - $200k
...aligned with the regulatory requirements of the specific geography. Acts as a liaison with other departments, e.g., Quality, R&D, Legal,... ...staff and provides ongoing performance feedback. Maintains a safe and professional work environment. Support all Company initiatives...For contractors$25 - $32.69 per hour
...proactively meet with them, both in person and over the phone, to build... ...provided. Ability to work branch hours including weekends and... ...Dodd Frank/Truth in Lending Act This position is subject to the... ...(NMLS) registration under the SAFE Act of 2008. As such, upon active...Immediate startAfternoon shift$50.1k - $82.8k
Koitecc Solutions is seeking a Retail Relationship Banker in San Francisco to support their DeNovo branch expansion. This role involves delivering exceptional customer service, engaging with clients to assess financial needs, and recommending tailored solutions. Ideal...$126k
...recommendations to directors and officers Works independently... ...acceptance, and commitment to act Highly flexible, self-directed... ...and everything is always safe Catastrophic wildfires shall... ...workers to be notified of what personal information PG&E collects and...Work experience placementLocal areaFlexible hours- BMO U.S. is looking for a Retail Relationship Banker in San Leandro, California, to support our DeNovo branch expansion. This role offers the chance to help launch... ...years of relevant experience and a background in personal banking. Responsibilities include engaging...
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