Personal Banker SAFE Act, North Hills Branch, Officer
$250kCiti
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 Job Family Group: Consumer Sales Job Family: Branch Sales Time Type: Full time Primary Location: North Hills California United States Primary Location Full Time Salary Range: $58,190.00 - $81,210.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. discretionary and formulaic incentive and retention awards medical, dental & vision coverage 401(k) life, accident, and disability insurance wellness programs Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. planned time off (vacation) unplanned time off (sick leave) 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: Oct 16, 2026 Automated Processing and AI: We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details. 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 Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr Citi
- Citi in North Hills, California is seeking an entry level Personal Banker under the SAFE Act to assist in sales and service activities with the customer service team. The role... ..., cross-selling treasury products, coaching branch staff, educating clients on digital channels...Suggested
- Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act in North Hills, California. You will support sales and service activities in coordination... ...and small business products, and provide coaching to branch staff while ensuring compliance with Citigroup policies...Suggested
$24 - $29 per hour
...Overview: We are seeking a dynamic Personal Banker III, who is an experienced advisor in establishing... ...and to meet or exceed personal and Branch sales and service goals. Responsible... ...as required. Assists members with Safe Deposit access/open Safe Deposit boxes for...SuggestedHourly payBank staffFlexible hours$26 - $36 per hour
...ambition to life and each person is unique in their... ...Description Relationship Bankers build relationships... ...opening and/or closing the branch. Builds and... ...terms of the S.A.F.E. Act of 2008 and Regulation... ...assistance ~ Sick and Safe Leave accruals of one hour...SuggestedFull timeTemporary workLocal area- ...As an Associate Relationship Banker in a Chase Branch, you will represent our... ...scheduled clients, 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 active...SuggestedImmediate startAfternoon shift
$22.27 - $33.43 per hour
...Client Officer Opportunity Assists the Client... ...activities of the branch. Monitors and... ...service team. This person will support internal... ...all deadlines. Acts as a champion for clients... ...) required. SAFE Act Registration. Must... ...of Canada, one of North America's leading diversified...Hourly payWork at office- ...’s success. As a full time Personal Banker within PNC's Branch Banking organization, you will... ...AZ 85308. PNC is an in-office company that fosters a... ...Federal Deposit Insurance Act (FDIA) and, for any registered... ...Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial...Full timeTemporary workPart timeWork experience placementWork at office
- Associate Banker SAFE Act LO - C12 - LOS ANGELES job at Citigroup. Los Angeles, CA. The Associate Banker SAFE Act LO is a seasoned professional... ...to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing...
$22 - $25 per hour
Job Details Job Location: Beverly Hills - Los Angeles, CA 90069 Position Type: Full Time Salary Range: $22.00 - $25.00 Hourly... ...AX9 Security, Inc. Is seeking professional Security Officers to maintain a safe and secure environment at businesses, organizations, and residential...Hourly payFull timeShift work$1,571.77 - $2,362.34 per month
...instrumental part of shaping our students' future. Job Summary SAFE SCHOOL AND VIOLENCE PREVENTION OFFICER DEFINITION Under the direction of a site administrator,... ...effectively and resolve conflict, as well as act as a sounding board for student concerns. Officers will...Temporary workPart timeMonday to Friday- First City Credit Union is seeking a Personal Banker/Branch Service Representative (Floater) to assist members at two branches in Los Angeles and Pasadena. You will handle teller transactions, answer inquiries, and guide members to appropriate solutions. Responsibilities...
- The Personal Banker SAFE Act role at Citigroup Inc. is an entry level position supporting sales, products and service activities with the customer... ..., and delivering excellent client service while coaching branch staff and ensuring compliance with Citi #J-18808-Ljbffr...
- Cathay Bank is seeking a Regional Relationship Banker II (Project Management) to support branches within the Beverly Hills area, opening new accounts, cross-selling products, and guiding customers to the right bank services. You will travel to branch locations and handle...
- Citigroup Inc. in Los Angeles, CA, is seeking an entry-level Personal Banker SAFE Act to support sales and service activities in coordination... ...business lending referrals, cross-sell treasury products, coach branch staff, and help grow relationships with individual consumer...
- Citibank (Switzerland) AG in Los Angeles is seeking a Personal Banker SAFE Act at entry level to assist in sales, products or service activities... ...referrals, cross-selling treasury products, coaching branch staff, and complying with Citi policies while delivering standout...
- Citigroup Inc. in San Gabriel, CA is seeking an entry-level Personal Banker SAFE Act to assist in sales and service activities with the customer... ...referrals, cross-selling treasury products, coaching branch staff, and guiding clients through digital channels while upholding...
- ...Job Description Job Description The Personal Banker/Branch Service Representative will assume, but not be limited to, the following responsibilities... ...and loan records, and makes sound recommendations to Loan Officers. Discloses and funds approved loans. In the event a loan...Full timeImmediate startFlexible hours
- ...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... ...) registration under the SAFE Act of 2008. As such, upon...Immediate startAfternoon shift
- Citigroup in Santa Monica (California) is seeking an entry-level Personal Banker SAFE Act to assist in sales, service and product delivery with the... ...under $250K, referring larger opportunities, coaching branch staff, and promoting digital channels while maintaining compliance...
$70k - $200k
...individuals and family offices through Citi Private Bank... ...clients in Citi Personal Wealth Management and Retail... ...normsPartner with all roles on branch team to ensure all... ...required by applicable SAFE Act regulations and Citi... ...Primary Location:Beverly Hills California United...Full timeWork at office$20 - $22.6 per hour
...Relationship Consultant 1 (Banker) - Topanga Canyon... ...to life, and each person is unique in their... ...partnerships with branch team members and... ...terms of the S.A.F.E. Act of 2008 and... ...assistance Sick and Safe Leave accruals of one... ...West Coast Beverly Hills, CA $110,000.00-$13...Temporary workPart timeLocal area$23 - $28 per hour
...ambition to life and each person is unique in their... ...Description Relationship Bankers build relationships... ...opening and/or closing the branch. -National Mortgage... ...terms of the S.A.F.E. Act of 2008 and Regulation... ...~ Sick and Safe Leave accruals of one hour...Full timeTemporary workLocal area- ...service experience both in person and on the phone through the... ...service as well as individual and branch sales targets by offering... ...conversations and acting upon or referring more complex... ...applications such as Microsoft Office 6. Must be SAFE (Mortgage Licensing Act) compliant...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
$22 - $26 per hour
...Overview: We are seeking a dynamic Personal Banker II, who is an experienced advisor in establishing... ...~401k Retirement Saving Plan with a 6% safe harbor employer match ~ Educational... ...of Premier America. With a large retail branch network, access to over 30,000+...Work experience placement$84.15k - $123k
...application process. Compliance Officer Full-Time Vermont Branch, Los Angeles, CA, US 6 days... ...: GLBA(Gramm-Leach-Briley Act) , Regulation Z (Truth in... .... 30.Performs the position safely, without endangering the... ...skills in computer terminal and personal computer operation,...Full time$23 - $31 per hour
...workplaces “to grow your career” in the U.S. Join us! About this role: 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...Full timeWork experience placementFlexible hours- JPMorganChase in Los Angeles is seeking an Associate Banker to welcome clients, deliver attentive service and use the latest banking tools... ..., and partner with team members to ensure a smooth, compliant branch experience. Strong communication and a client-first mindset are...
- Citigroup Inc. in Downey, CA is seeking an entry-level Personal Banker under the SAFE Act to support sales and service activities with the customer service team. The role aims to foster customer relationships, drive loyalty, and help increase sales to individual consumer...
- JPMorgan Chase & Co. in Beverly Hills, CA seeks an Associate Relationship Banker to welcome clients, understand financial needs, and provide thoughtful banking solutions. You will help clients use Chase mobile and online tools, while delivering friendly, professional service...
- ..., we have an immediate opening in our Pasadena CA branch for a Financial Service Consultant II (Personal Banker) to join our team! The Financial Service Consultant... ...-term disability coverage ~401k plan with a 3% safe harbor from the credit union and a matching...Temporary workLocal areaImmediate start
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