Personal Banker SAFE Act, Silicon Valley Area, Officer
$250kCitigroup
Personal Banker Safe Act, Silicon Valley Area, Officer
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 experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
CitigroupVacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Personal Banker SAFE Act, Silicon Valley Area, Officer in Los Altos, CA vacancy
$250k
The Personal Banker SAFE Act is an entry level position responsible for 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...SuggestedFull time- ...Associate Banker Safe Act Lo, Avp Working at Citi is far more than just a job. A career with... ...improvement of processes and work-flow for the area or function. Integrates subject matter... ...sound ethical judgment regarding personal behavior, conduct and business practices...Suggested
$109.12k - $163.68k
The Associate Banker SAFE Act LO is a seasoned professional role. Applies in-depth disciplinary... ...improvement of processes and work‑flow for the area or function. Integrates subject matter... ...sound ethical judgment regarding personal behavior, conduct and business practices...SuggestedFull time$70k - $80k
...financial plan, and recommending brokerage products. The role requires completing required licenses and trainings, and is subject to SAFE Act registration requirements. The following laws or regulations restrict or prohibit the hiring of individuals with certain...SuggestedTemporary workImmediate startMonday to FridayShift workDay shift$70k - $80k
...leads, and refer to business partners. The candidate must complete required licenses and trainings. The position is subject to the SAFE Act registration requirements. Failure to obtain and maintain SAFE Act registration may result in disciplinary action up to and...SuggestedTemporary workMonday to FridayShift workDay shift- ...Relationship Banker At Chase, we are passionate about creating... ...proactively meet with them, both in person and over the phone, to build... ...Dodd Frank/Truth in Lending Act: This position is subject to... ...(NMLS) registration under the SAFE Act of 2008. As such, upon...Immediate startAfternoon shift
- Citi is seeking a Personal Banker SAFE Act for an entry-level position in Sunnyvale, California. The role involves assisting in sales and service activities, fostering customer loyalty, and increasing sales to individual clients. The successful candidate will engage with...
- ...Private Client Banker You have a passion for taking care of our... ...with Dodd Frank/Truth in Lending Act* ~ High school degree, GED,... ...(NMLS) registration under the SAFE Act of 2008. As such, upon active... ...financial services, including personal banking, credit cards,...Immediate startAfternoon shift
- Relationship Banker In Branch Banking You have a passion for helping... ...branch customers. From a personal standpoint, you will take ownership... ...customer experience by acting with a customer‑first attitude... ...(NMLS) registration under the SAFE Act of 2008. As such, upon active...Immediate startAfternoon shift
$28.85 - $33.65 per hour
...criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of... ...Bank of America is committed to an in-office culture that supports collaboration, engagement... ..., where you receive dedicated and personalized classes for your Securities Industry Essentials...Hourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are... ...communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...CA-WA Private Mortgage Banker (SAFE) Wells Fargo is seeking a CA-WA Private... .... Learn more about our career areas and lines of business at... ...the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations... ...: Basic Microsoft Office skills Documented retail residential...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- Citigroup Inc. is seeking a Personal Banker in Sunnyvale, California. This entry-level position focuses on customer relations to enhance sales with individual clients. Responsibilities include assisting in credit requests, developing referral opportunities, and ensuring...Full timeContract work
- JPMorgan Chase & Co. is seeking a Relationship Banker in Mountain View, California, to represent our brand with exceptional hospitality and the latest banking solutions. You will manage meaningful client relationships, using your financial expertise to offer tailored solutions...Weekend workAfternoon shift
$200k - $300k
...The Banker SAFE Act is a strategic professional who closely follows latest trends in own field... ...Recognized subject matter expert within one area. Strong commercial awareness is a... ...team success and place team goals above personal achievement. Encourage team members to...$23 - $31 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled...Hourly payWork experience placementFlexible hours$43.68k - $69.9k
...Fifth Third Personal Banker I Make banking a Fifth Third better We connect... ...of account ownership. Act with confidence by answering... ...all times. Perform daily office responsibilities, working with... ...scheduling. This position requires SAFE Act registration at the time...Work at office- Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act to assist with sales and customer service activities. This role aims to build customer loyalty and enhance sales to individual clients. Responsibilities include working on small business credit requests,...
$61.28k - $85.52k
Citi is seeking a Personal Banker SAFE Act in Los Altos, California. This entry-level position focuses on fostering customer relationships and assisting with sales and service activities. The candidate will work closely with the customer service team and manage small business...Full time- Finance Associate (2+ Years) Growth Debt / Private Credit Direct Counsel represents a well-regarded Am Law firm seeking a mid-level Finance Associate to join its market-leading Banking & Private Credit practice, with a focus on growth debt. This is a high-impact opportunity...Private practice
- ...of the most innovative companies in Silicon Valley—and we provide them with the most... ...see what it’s like to work for a Bay Area Top Workplace. As our CEO says, “we... ...not limited to the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Some of...Temporary workWork at officeFlexible hours
Stanford Federal Credit Union
Palo Alto, CA5 days ago - ...and qualifications to clients. Team player with a strong desire to be an active, long-term participant in the growth of the local office and Firm overall. Entrepreneurial spirit and belief in the opportunities that Siegfried offers. Interest and passion to get involved...Work at officeLocal areaImmediate start
$60k - $175k
Citigroup Inc. is seeking a Mortgage Lending Officer in Santa Clara, CA. This role involves consulting clients about their financial situations and lending needs, while also promoting Citi's services. Candidates should have 3+ years of mortgage sales experience, an established...- ...and qualifications to clients. Team player with a strong desire to be an active, long-term participant in the growth of the local office and Firm overall. Entrepreneurial spirit and belief in the opportunities that Siegfried offers. Interest and passion to get...Work at officeLocal areaImmediate start
$135k
...simulation workflows and tools, and help advance safe and reliable autonomous trucking... ..., and generous parental leave policies Office located in Mountain View, CA Office perks... ...reflects the base salary in our SF/Silicon Valley location across several internal levels....Work at officeFlexible hours$65k - $73k
...communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance... ...provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Work at officeLocal areaFlexible hoursShift workWeekend workDay shift$65k - $73k
...compliant client advice conversations. Qualifications Eligible for SAFE Act registration and required background check. Failure to obtain... ...Familiarity with FHA and HUD guidelines. Proficient in MS Office applications and laptop technology for communication. Strong time...Shift workWeekend workDay shift- ...Citigroup Inc. is looking for a strategic professional to fill the Banker SAFE Act position in Palo Alto, California. In this role, you will actively identify and engage prospects, serve as a trusted advisor, and manage comprehensive financial strategies to ensure client...
$120k - $150k
...Mobility is one of the most highly-valued areas of modern technology investments. This is... ...Authorities including FAA (and offices including AIR, AFS, FSDOs) and as well as... ...continuously improving protocols to ensure a safe work environment. Puts customers at the...Work at officeLocal area$47.84k - $74.75k
...company's success. As a Branch Banker within PNC's retail... ...employment opportunity to qualified persons regardless of race, color, sex... ...the Federal Deposit Insurance Act (FDIA) and, for any registered... ...Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry...Full timeTemporary workPart timeWork experience placementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker SAFE Act, Silicon Valley Area, Officer. Be the first to apply!
