Entry-Level Personal Banker (SAFE Act) | Grow Client Skills
Citibank (Switzerland) AG
Citi Glen Cove is seeking an entry-level Personal Banker SAFE Act at the Glen Cove branch to assist in sales and service activities, building customer loyalty, and driving relationship growth with consumer clients. You will handle transactions, learn Smart Banking tools, support tellers, and ensure compliance with Citi policies and regulatory requirements while providing excellent client experiences. #J-18808-Ljbffr Citibank (Switzerland) AG
$250k
...Personal Banker Safe Act The Personal Banker SAFE Act is an entry level position responsible for the assistance in... ...individual consumer clients. Responsibilities:... ...Assist in strategies to grow the small business... ...verbal communication skills Education: ~ Bachelor...Entry levelFull time- Citigroup Inc. in Port Washington, NY is seeking an entry-level Personal Banker SAFE Act to support sales and service activities within the customer service team. You will help grow relationships with individual consumer clients and assist in executing sales and service...Entry level
- Citibank (Switzerland) AG Port Washington branch seeks a Personal Banker SAFE Act entry-level to assist in sales, service delivery, and relationship building with individual consumer clients. Responsibilities include handling small business credit referrals under $250K,...Entry level
- Citibank Plainview is seeking an entry-level Personal Banker SAFE Act in Plainview, NY. The role supports sales and service activities and helps build relationships with customers to drive loyalty and product adoption. The position requires 0-2 years of relevant experience...Entry level
- ...Port Washington, New York is seeking an entry-level Personal Banker to assist in sales and service... ...increase sales to individual consumer clients while delivering outstanding client experience... ...while adhering to Citi policies and the Safe Act compliance. #J-18808-Ljbffr CitiEntry level
- Citigroup Inc. is seeking an entry-level Personal Banker to assist in sales, service and product activities in coordination with the customer service team. The role focuses on fostering client relationships, growing deposits and cross-selling treasury and small business...Entry level
- Citi in Plainview, NY is seeking an entry-level Personal Banker SAFE Act to assist in executing sales and service... ...requests and delivering exceptional client experiences. Ideal candidates will... ...and possess strong communication skills. The position offers competitive benefits...Entry level
- ...experiences for our clients and employees,... ...Private Client Banker in a Chase... ...capabilities, and skills ~ Demonstrated... ...skills, both in person and over the phone... ...Truth in Lending Act This position... ...registration under the SAFE Act of 2008. As... ...and cities grow, delivering...Immediate startAfternoon shift
- ...providing comprehensive financial advice and customized solutions to clients. Responsibilities include triaging leads, referrals to partners... .... The position emphasizes licenses, ongoing training, and SAFE Act registration requirements. A strong emphasis on building...
$116k - $229.1k
...lasting results for our clients. By working closely... ...make a real impact while growing in your career. Come be... ...junior staffPresentation skills (MS Visio, MS... ...Professional development From entry-level employees to senior leaders... ...California Fair Chance Act. See notices of various...Entry levelLocal area$25 - $38.46 per hour
...communities. The Private Client Banker (PCB) is part of the... ...have on their day, personally, professionally, and financially... ...without limitation, acting professionally at all... ...interaction skills and an ability to build... ...Strong work ethic and high level of integrity....Hourly payWork experience placementDay shift- ...seeking a Financial Center Advisor in the New York area to help clients reach financial goals using brokerage and banking solutions.... ...client plans with licensed support as needed. You will engage in growing client relationships, managing portfolios, and advising on investment...
- ...provide comprehensive financial advice and customized solutions to clients. Responsibilities include building financial plans, triaging... ...client needs. Ideal candidates will have strong advisory skills and experience in investment and financial services. Qualifications...
$120k
...financial advisor to join our entry-level ranks. The ideal candidate... ...effective wealth management to help clients achieve their monetary goals.... ..., superb math and analytical skills, and smart decision-making.... ...Eagerness to learn and grow in financial services. Excellent...Entry level- ...experiences for our clients and employees,... ...a Relationship Banker in a Chase... ...with them, both in person and over the phone... ...capabilities, and skills ~1+ year of... ...Truth in Lending Act This position... ...registration under the SAFE Act of 2008. As... ...and cities grow, delivering...Immediate startAfternoon shift
$66.56k - $99.32k
...Associate in Bethpage, NY, focused on developing and maintaining client relationships in wealth management. You'll analyze client... ...The ideal candidate will have strong interpersonal, analytical skills, and relevant industry experience. This full-time position offers...Full time$85k - $150k
A leading financial services firm in Uniondale is seeking an entry-level financial advisor to support clients in achieving their financial goals. Ideal candidates will possess excellent communication skills and a strong foundation in math and analytics. This role offers...Entry level- ...support experienced producers and learn insurance brokerage. This entry-level role offers hands-on experience delivering innovative risk solutions and building a client book. You’ll develop foundational skills in prospecting, pipeline management, and client materials,...Entry level
$151.4k - $311k
...relationship management skills and a proven track... ...on one or two specific clients and have responsibility... ...decision-makers at all levels within the client organizationAssisting... ...development From entry-level employees to... ...and connect and grow through mentorship. From...Entry level$100k - $200k
...dedicated to delivering innovative, client-centric financial strategies... ...Advisor to join our growing team. This role is ideal for... ...empowering you to deliver objective, personalized advice. You will also have... ...and compliant. Required Skills, Qualifications & Compensation...Entry levelFull timeContract workFor contractorsWork at officeLocal area- ...based in Uniondale, NY, is seeking an entry-level financial advisor to join our team.... ...wealth management process, develop client plans, and support effective financial... ...communication, math and analytical skills, and a willingness to grow in financial services. You will work...Entry level
$28.85 - $33.65 per hour
...and delivering for our clients, teammates, communities... ...providing an appropriate level of flexibility based on... ...to learn, grow, and make an impact. Join... ...as such, is subject to SAFE Act registration requirements... ...experience, education and skill set.Predictable payThis...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$151.4k - $311k
Position Summary Client Relationship Executive... ...support fulfillment of personal and account white space... ...including but not limited to skill sets; experience and... ...development From entry-level employees to senior leaders... ...and connect and grow through mentorship. From...Entry levelShift work$100k
...investment solutions. We act with integrity and... ...we offer, you’ll help clients develop a sound, long-term... ...relationship management skills Uncompromising integrity... ...desire to learn and grow within the insurance and... ...career while developing personally and professionally....Entry levelFull timePart timeWork at officeLocal areaImmediate start$20.53 - $34.23 per hour
...the Bank that clients from every industry... ...Relationship Banker is responsible... ...limited to: Focus on growing existing... ...adequate branch cash levels by managing... ...Required Skills: Excellent verbal... ...depend on the person's qualifications... ...Polygraph Protection Act Right to Work/E...Full timePart time$50.03k - $65.27k
...leading financial institution is seeking a Universal Banker in Glen Cove, New York. This entry-level role involves supporting customer service and sales activities... ...3 years of relevant experience, strong communication skills, and a passion for customer satisfaction. The...Entry levelPart time- ...of America in Hicksville, NY is seeking a customer-focused banker to engage clients in the lobby and guide them through self-service banking. You... ...collaboration with specialists in lending and investments to grow the client base and deliver an exceptional banking...Work at office
- ...ConnectOne Bank in Glen Head, NY is hiring a Banking Relationship Specialist to acquire, retain, and expand client relationships for business and consumer customers, aligned with the bank's Client First culture. You will open accounts, educate clients on products, handle...
$134.5k - $265.1k
...Professional will advise clients in developing,... ...to ensure a safe, compliant, and trustworthy... ...possess these skills:Ability to work independently... ...development From entry-level employees to senior... ...and connect and grow through mentorship.... ...Fair Chance Act. See notices of various...Entry levelLocal areaVisa sponsorship$119k - $218.3k
...passion for helping clients navigate complex... ...participate safely and confidently... ...requirements (e.g., GENIUS Act), guiding... ...and state-level licensing regimes... ...would possess these skills • Ability to... ...development From entry-level employees... ...and connect and grow through mentorship...Entry levelWork at office
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