Personal Banker SAFE Act - Maryland Capital Area.
$250kCitibank (Switzerland) AG
- # Personal Banker SAFE Act - Maryland Capital Area.Applylocations: Gaithersburg Maryland United Statestime type: Full timeposted on: Posted Todayjob requisition id: 26978145The 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:**Gaithersburg Maryland United States------------------------------------------------------## **Primary Location Full Time Salary Range:**$58,190.00 - $81,210.00In 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:**Jul 17, 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.Illinois residents – AI Notice and Right------------------------------------------------------*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 Citibank (Switzerland) AG
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Personal Banker SAFE Act - Maryland Capital Area. in Gaithersburg, MD vacancy
$47.51k - $61.99k
## Part Time Universal Banker (20 Hours) - Maryland / Capital Area.Applylocations: Gaithersburg Maryland United Statestime type: Part timeposted on: Posted... ...to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and...SuggestedFull timePart time- Citibank (Switzerland) AG in Gaithersburg, MD is seeking an entry-level Personal Banker SAFE Act to support sales, service and customer relationship activities for consumer clients. The role focuses on building loyalty and driving sales with the customer service team....Suggested
- ...Financial Advisor: Greater Maryland Market North Bethesda, Maryland... ...they envision through a personal relationship with their... ...sourcing prospective clients, capitalizing on referrals, assessing customer... ...This position is subject to SAFE Act registration requirements....SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Rockville, MD1 day ago $47.51k - $61.99k
The Universal Banker is an entry level position responsible for the assistance in the execution... ...sound ethical judgment regarding personal behavior, conduct and business practices... ...-------- Primary Location: Gaithersburg Maryland United States --------------------------...SuggestedFull timePart time$70k
...review .The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies... ...improvement of processes and workflow for the area or function. Integrates subject matter... ...applying sound ethical judgment regarding personal behavior, conduct and business practices,...SuggestedFull timeWork at office$70k
Overview The Wealth Relationship Advisor SAFE Act role requires a seasoned professional to... ...and industry experience within a defined area, coordinating with sub‑functions to achieve... .... Apply ethical judgment regarding personal and business conduct, and report control...Full timeWork at office- ...Citigroup Inc. in Gaithersburg, Maryland is seeking an entry-level Personal Banker SAFE Act to assist in sales and service activities in coordination with the customer service team, with the goal of fostering loyalty and increasing sales to individual consumer clients....
Citigroup Inc
Gaithersburg, MD20 hours ago $21.68 - $36.13 per hour
...Pipeline Universal Banker - Montgomery County... ...BSA (Bank Secrecy Act) and KYC (Know Your... ...under the Federal SAFE Act.Complete other... ...interacting with appropriate areas within the Bank to... ...**Rockville, Maryland, United States of America###... .... ViewM&T’s Human Capital Report to learn...- ...Hawaii;North Bethesda, Maryland; Los Angeles, California... ...envision through a personal relationship with their... ...and accountability. We act as one company and believe... ...prospective clients and capitalize on referrals Deliver... ...and to provide a safe work environment. Bank...Work at officeShift workDay shift
Bank of America
Rockville, MD1 day ago $46.8k - $69k
...contribute to the company’s success. As a Personal Banker within PNC’s Retail Branch organization,... ...19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the... ...Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry...Full timeTemporary workPart timeWork experience placementWork at officeShift workDormont Manufacturing Company
Rockville, MD2 days ago$23.84 - $39.74 per hour
...Meet and maintain registration requirements under the Federal SAFE Act. Perform customer servicing interactions. Adhere to applicable... ...will inform their specific compensation. Location Germantown, Maryland, United States of America Equal Employment Opportunity Statement...Hourly payLocal area$19.64 - $25.65 per hour
...process. Under the Fair Labor Standards Act (FLSA), this position is classified as:... ...century of caring for the communities in the Maryland area, Adventist HealthCare has earned a... ...goal is to have a welcoming, equitable, and safe place to work and grow for all employees,...Daily paidFull timeTemporary workWork at officeFlexible hoursShift workDay shift$20.51 - $27.21 per hour
...process. Under the Fair Labor Standards Act (FLSA), this position is classified as:... ...century of caring for the communities in the Maryland area, Adventist HealthCare has earned a... ...goal is to have a welcoming, equitable, and safe place to work and grow for all employees,...Daily paidTemporary workFlexible hoursShift workDay shift$21.68 - $36.13 per hour
...partner. Float Universal Banker will frequently travel... ...branches within a designated area to assist branch staff... ...), BSA (Bank Secrecy Act) and KYC (Know Your Customer... ...under the Federal SAFE Act. Complete other related... ...Location Gaithersburg, Maryland, United States of America...Hourly pay$51k - $69k
...contribute to the company’s success. As a Personal Banker within PNC's Retail Branch organization,... ...19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the... ...Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry...Temporary workWork experience placementWork at officeShift workPNC Financial Services Group
Bethesda, MD3 days ago$50 per hour
...providing seamless, innovative personal banking services to... ...that is well capitalized, liquid, profitable and... ...SUMMARY: The Relationship Banker I is responsible for providing... ...and skilled in the areas of teller, vault, night... ...fundamentals-based judgment, act with transparency, and...Work at officeRemote workNight shift$55k - $75k
...identifying their financial goals and objectives. Acts as a catalyst for the promotion and... ...and industry updates to identify areas for market growth/opportunities, and/or potential... ...12244 Rockville Pike, Rockville, Maryland 20852 1356-A Main Chapel Way, Gambrills,...Local areaMonday to Friday$41k - $54k
...process. Under the Fair Labor Standards Act (FLSA), this position is classified as:... ...century of caring for the communities in the Maryland area, Adventist HealthCare has earned a... ...goal is to have a welcoming, equitable, and safe place to work and grow for all employees,...Daily paidTemporary workWork at officeFlexible hoursShift workDay shift$21.68 - $36.13 per hour
...registration requirements under the Federal SAFE Act. Complete other related duties as... ...responsible for interacting with appropriate areas within the Bank to ensure branch‑related... ...specific compensation. Location Potomac, Maryland, United States of America #J-18808-Ljbffr...Hourly pay- ...financing programme. We are seeking a Head of Capital Markets & Investor Relations to join the... ...Strategic Finance & Internal Partnership Act as a strategic partner to the CEO and CFO... ...application and helping foster an era of safe, clean, affordable, and abundant energy....
$46.8k - $69k
...PNC is seeking a Personal Banker in Rockville, MD, to engage with customers and enhance their financial well-being. This position emphasizes collaboration and proactive sales strategies while fostering a supportive workplace culture. The ideal candidate should have at...Dormont Manufacturing Company
Rockville, MD1 day ago$21.35 - $32.02 per hour
...Relationship Banker The SECU pledge: Be relevant and significant, day in and day out... ...the chance to demonstrate your engaging personality and ability to build emotional connections... ...fiscally responsible manner. SECU is Maryland's largest Credit Union and our guiding...Hourly paySECU
Derwood, MD19 hours ago$28.85 - $33.65 per hour
...licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations...Hourly payTemporary workWork at officeFlexible hoursShift workDay shiftBank of America
Rockville, MD1 hour ago- PNC is looking for a Personal Banker in Bethesda, Maryland. This role is focused on acquiring and deepening customer relationships through proactive sales and providing a differentiated customer experience. Successful candidates will demonstrate knowledge in banking services...
$23.84 - $39.74 per hour
## Relationship Banker- Olney MDApplyremote type: Onsite Positionlocations: Olney, MDtime type: Full timeposted on: Posted Todayjob requisition... ...and maintaining registration requirements under the Federal SAFE Act## ****Scope of Responsibilities:****The position is the focal...Hourly pay$70k - $80k
...completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act... ...Noma (DC9922), US - DC - Washington - 201 Pennsylvania Ave Se - Capital Hill Office (DC1814), US - DC - Washington - 3401 Connecticut Ave...Temporary workWork at officeShift workDay shift$105k - $120k
...providing seamless, innovative personal banking services to... ...that is well-capitalized, liquid, profitable and... ...investment banking, or another area of finance or... ...2025 winner. American Banker Best Banks to Work For... ...fundamentals‑based judgment, act with transparency and uphold...Work at officeRemote work$70k - $80k
...licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations...Temporary workShift workDay shift- ...connect with customers. Yep, you’re a people person—whether you’re helping folks with... ...regulations. You’ll support customers in all areas of the branch, from the cash handling and... ...Sales, or Banking Experience At this time, Capital One will not sponsor a new applicant for...Casual workLocal area
Capital One
Rockville, MD2 days ago - ...client service experience both in person and on the phone through the... ...conversations and acting upon or referring more complex... ...as Microsoft Office 6. Must be SAFE (Mortgage Licensing Act) compliant... ...policies and procedures Relationship Banker The annual base salary for...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker SAFE Act - Maryland Capital Area.. Be the first to apply!
