Personal Banker SAFE ACT - Montgomery Village Branch
$250kCitigroup Inc
Personal Banker Safe Act - Montgomery Village Branch
Discover your future at Citi. 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 to grow your career, give back to your community and make a real impact.
Job Overview
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.
Vacancy posted 13 hours ago
Similar jobs that could be interesting for youBased on the Personal Banker SAFE ACT - Montgomery Village Branch in Gaithersburg, MD vacancy
$250k
Overview The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service... ...delivering remarkable client experience Provide Tellers and other branch staff with coaching and guidance on products and special...SuggestedFull time$21.68 - $36.13 per hour
...Universal Banker Specializes in our branch customer experience through sales, service and digital engagement... ...Money Laundering), BSA (Bank Secrecy Act) and KYC (Know Your Customer)... ...registration requirements under the Federal SAFE Act. Complete other related duties...SuggestedHourly payM&T Bank
Gaithersburg, MD6 days ago$46.8k - $69k
...contribute to the company’s success. As a Personal Banker within PNC's Retail Branch organization, you will be based in... ...19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role,... ...for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry...SuggestedFull timeTemporary workWork experience placementWork at office$44.72k - $63.25k
...contribute to the company’s success. As a Personal Banker within PNC's Retail Branch organization, you will be based in... ...19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role,... ...for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work- Citigroup Inc. is seeking a Personal Banker SAFE Act in Gaithersburg, MD. This entry-level role focuses on executing sales and service activities, enhancing customer relationships, and supporting small-business growth. Candidates should have 0-2 years of relevant experience...Suggested
$23.84 - $39.74 per hour
...Branch Banking Representative Demonstrated experience in branch banking and relationship-based retail banking is required, with a... ...meeting and maintaining registration requirements under the Federal SAFE Act Scope of Responsibilities: The position is the focal...Hourly payPart timeM&T Bank
Olney, MD3 days ago- ...Relationship Banker Responsible for providing an... ...service experience both in person and on the phone... ...well as individual and branch sales targets by offering... ...consultative conversations and acting upon or referring more... ...Office ~ Must be SAFE (Mortgage Licensing Act...Temporary workWork at officeNight shiftWeekend work
Truist Inc
Kensington, MD4 days ago $58.19k - $81.21k
Citi is seeking an entry-level Personal Banker in Gaithersburg, Maryland. This role focuses on building customer loyalty and increasing sales... ...business credit requests, cross-selling products, coaching branch staff, and educating clients. A Bachelor's degree and...$42.12k - $57k
...success. As a Regional Banker/Teller within PNC's Retail Branch organization, you will be based in Montgomery County, MD. PNC is... ...to qualified persons regardless of race,... ...Federal Deposit Insurance Act (FDIA) and, for any... ...Licensing Act of 2008 (SAFE Act) and/or the...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...As an Associate Relationship Banker in a Chase Branch, you will represent our... ...branch assigned clients, both in person and over the phone, to... ...Dodd Frank/Truth in Lending Act This position is subject to... ...NMLS) registration under the SAFE Act of 2008. As such, upon active...Full timeImmediate startAfternoon shift
$19.64 - $25.65 per day
...Monday- Friday 9:00AM- 3:00PM; In-person with some light Front Desk... ...Under the Fair Labor Standards Act (FLSA), this position is... ...largest healthcare provider in Montgomery County.If you want to make a difference... ...a welcoming, equitable, and safe place to work and grow for all...Daily paidTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- ...Regional Banker/Teller At PNC, our people are our greatest differentiator... .../Teller within PNC's Retail Branch organization, you will be based in Montgomery County, MD. PNC is an in-office company... ...opportunity to qualified persons regardless of race, color, sex, religion...Full timeTemporary workPart timeWork at officeShift work
- PNC Financial Services Group, Inc. is seeking a Personal Banker in Olney, MD to drive proactive sales and enhance customer relationships. This full-time role requires a focus on customer satisfaction and the ability to leverage technology for managing transactions and financial...Full time
$25 - $27.88 per hour
...Required Qualifications Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays...Hourly payWork at officeShift workWeekend workDay shift- PNC is looking for a Personal Banker in Rockville, MD, to enhance customer relationships and drive sales through proactive service. The role involves acquiring new customers and deepening relationships with existing ones, while adhering to risk management practices. Candidates...
$55k - $75k
...identifying their financial goals and objectives. Acts as a catalyst for the promotion and... ...Actively engaged within assigned branch territory to establish and build relationships... ...candidates for payment, bank details or personal financial information during the hiring process...Local areaMonday to Friday- ...Associate Relationship Banker At Chase, we are passionate about creating memorable experiences... ...Associate Relationship Banker in a Chase Branch, you will represent our brand and culture... ...with branch assigned clients, both in person and over the phone, to build lasting...Afternoon shift
- ...Associate Relationship Banker At Chase, we are passionate about creating memorable experiences... ...Associate Relationship Banker in a Chase Branch, you will represent our brand and culture... ...with branch assigned clients, both in person and over the phone, to build lasting...Afternoon shift
- ...us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network... ...warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed...Temporary workWork experience placementImmediate start
- A credit union in Maryland is seeking a Relationship Banker to deliver financial education and enhance member relationships. The ideal candidate has consultative sales experience and a familiarity with banking products. This role not only impacts the financial well-being...
$25 - $27.88 per hour
A major financial institution in Germantown, Maryland, is seeking a motivated banking professional to engage clients and assist with their financial transactions. This role involves building relationships, processing cash transactions, and educating clients on financial...Hourly pay$21.35 - $32.02 per hour
Join to apply for the Relationship Banker role at SECU Credit Union 1 day ago Be among the first 25 applicants Join to apply for the... .... Every day offers the chance to demonstrate your engaging personality and ability to build emotional connections to nurture diverse,...Hourly payFull timePart time- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
- ...company is seeking a Financial Advisor to help clients through personalized financial planning. You will build a client base, leverage... ...position offers flexible scheduling, mentorship, and opportunities for uncapped earnings and passive income. #J-18808-Ljbffr Bankers LifeFlexible hours
$45k - $100k
..., you’ll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors.... ...incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Bachelor's degree and possess substantial experience in financial aid, in addition to strong customer service skills. This position also offers a competitive salary and eligibility for telework, highlighting a supportive work environment. #J-18808-Ljbffr Montgomery CollegeFull timeRemote work
- ...level role requires no prior finance experience; however, sales and customer service backgrounds are favored. Comprehensive training and support for licensure are provided, along with opportunities for career growth and uncapped commissions. #J-18808-Ljbffr Bankers LifeTraineeship
$31.69 - $41.19 per hour
Job Description Montgomery College, Rockville Campus has an immediate need for a full-time Financial Aid Counselor in the Financial Aid Department... ...eligibility, regulations, policies and procedures through in-person, phone and email conversations. This position evaluates...Hourly payFull timeWork at officeImmediate startRemote workMonday to Friday1 day per week$23.84 - $39.74 per hour
M&T Bank Corporation is seeking a Relationship Banker in Olney, MD. This part-time position focuses on identifying customer needs through proactive outreach and managing the overall relationship with clients. Key responsibilities include profiling customers for sales opportunities...Hourly payPart time- PNC Financial Services Group, Inc. is seeking a motivated individual for a role focused on customer engagement and sales in Rockville, Maryland. The successful candidate will manage customer experiences, drive proactive sales, and enhance customer loyalty by providing tailored...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker SAFE ACT - Montgomery Village Branch. Be the first to apply!
