Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Personal Banker - SAFE Act | Small Biz Banking & Cross-Sell

Citi Group

Citi is seeking a Branch Sales professional in Ridgewood, NY to grow small business relationships and drive revenue through cross-selling treasury and related products. You will handle credit requests under $250K, build COI-driven referrals, and coach branch staff on services and programs. The role emphasizes risk-aware decision making, compliance with policies, and delivering outstanding client experiences across outbound and inbound calls. #J-18808-Ljbffr Citi

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Personal Banker - SAFE Act | Small Biz Banking & Cross-Sell in New York, NY vacancy
  • $250k

     ...The Personal Banker SAFE Act is an entry level position responsible for the assistance in...  ...larger lending opportunities and cross sell treasury and related small business products Build referral...  ...relevant experience ~ Previous banking, retail, or sales experience preferred... 
    Suggested
    Full time

    Citigroup Inc

    New York, NY
    2 days ago
  • $250k

     ...Personal Banker SAFE ACT, Modesto McHenry Branch Job Req Id: 26968226 Location: Modesto, California...  ...lending opportunities, and cross‑sell treasury and related small business products. Build referral...  ...of relevant experience. Previous banking, retail, or sales experience... 
    Suggested

    Citi

    New York, NY
    3 days ago
  • $250k

     ...Personal Banker Safe Act, Bilingual: English/Spanish Preferred, Ridgewood Branch Discover...  ...larger lending opportunities and cross sell treasury and related small business products Build...  ...relevant experience ~ Previous banking, retail, or sales experience preferred... 
    Suggested

    Citigroup

    New York, NY
    2 days ago
  •  ...Ridgewood, NY is seeking a Personal Banker SAFE Act to assist in sales and service...  ...role focuses on handling small business lending opportunities under $250K, cross-selling treasury and related products...  ...Ideal candidates have 0-2 years banking or retail sales experience... 
    Suggested

    Citibank (Switzerland) AG

    New York, NY
    4 days ago
  • $250k

    Personal Banker SAFE Act, Boynton Beach/West Boca Raton Area, Officer Job Req Id: 26976639...  ...larger lending opportunities and cross‑sell treasury and related small business products Build referral...  ...of relevant experience Previous banking, retail, or sales experience preferred... 
    Suggested
    Full time

    Citi

    New York, NY
    3 days ago
  •  ...Switzerland) AG in Brooklyn is seeking an entry level Personal Banker SAFE Act to support sales, products and service activities...  ...250K, referring larger lending opportunities, cross-selling treasury and related small business products, and delivering excellent client... 

    Citibank (Switzerland) AG

    New York, NY
    3 days ago
  • Citi is hiring a Personal Banker SAFE Act for the Las Vegas area. This entry-level role focuses on executing sales activities and fostering customer...  ...with 0-2 years of relevant experience, preferably in banking or retail, will thrive in this position. The role demands strong... 

    Citi

    New York, NY
    3 days ago
  • $61.28k - $85.52k

    Citi is looking for a Personal Banker SAFE Act at their San Rafael Branch. This entry-level role involves assisting in sales and service activities...  ...have 0-2 years of relevant experience, preferably in banking or retail, and must be NMLS registered. Competitive benefits... 

    Citi

    New York, NY
    4 days ago
  • $61.28k - $85.52k

    Citibank (Switzerland) AG is looking for a Personal Banker SAFE Act for the Manhattan Area to assist in execution of sales and customer service...  ...candidates will have a bachelor's degree, relevant experience in banking or sales, and strong communication skills. The position... 

    Citibank (Switzerland) AG

    New York, NY
    2 days ago
  • Citi is looking for a Personal Banker SAFE Act in New York City. In this entry-level role, you will assist in executing sales strategies while...  ...proven communication skills along with knowledge of smart banking tools. This position offers a comprehensive benefits package... 

    Citi

    New York, NY
    3 days ago
  • Valley Bank in the United States is seeking a Relationship Banker to grow branch relationships and acquire new clients through sales execution, lead management, and proactive cross-selling. You will deliver exceptional service in line with our mission. Responsibilities... 

    RadNet, Inc.

    New York, NY
    22 hours ago
  • Citigroup Inc. in Bronx, NY is seeking an entry-level Personal Banker SAFE Act to assist in executing sales and service...  ...consumer clients. Responsibilities include handling small business lending referrals, cross-selling treasury and related products, and coaching branch... 

    Citigroup Inc.

    New York, NY
    3 days ago
  • Provident Bank in New Jersey seeks a Personal Banker to build lasting relationships with customers and prospective clients, understand financial needs...  ...duties; responsibilities include opening accounts, cross-selling, tele-consulting, and growing a book of business. The... 

    Provident Bank

    New York, NY
    4 days ago
  • Citi is hiring an entry-level Personal Banker SAFE Act at the Farragut West Branch in Washington, DC. The role supports sales and service activities...  ...include handling smaller lending opportunities, cross-selling products, and developing referral networks while ensuring... 

    Citi

    New York, NY
    4 days ago
  • Citigroup Inc. in New York is seeking an entry-level Personal BankerSAFE Act to support sales and service activities in coordination with...  ...include handling lending opportunities, cross-selling small business products, and coaching staff while promoting digital... 

    Citigroup Inc.

    New York, NY
    22 hours ago
  • $61.28k - $85.52k

     ...responsible for managing business credit requests under $250K and growing small business client relationships. The ideal candidate will have strong communication skills and 0-2 years of banking or sales experience. This position offers a competitive salary range of $61... 

    Citigroup Inc.

    New York, NY
    3 days ago
  • Citi is seeking a Personal Banker SAFE Act in Los Angeles and Westside Area Branches to support sales...  ...grow Citi’s consumer business through cross-selling and enhanced service experiences. The role emphasizes compliance with banking policies and risk controls while delivering... 

    Citi

    New York, NY
    3 days ago
  •  ...application process. Personal Banker I (Full Time) - SB Delaware Full Time CSR - Banking Center 3 days ago Requisition...  ...and effectively cross-sell bank products and...  ...well as working with safe deposit boxes, savings...  ...just the fingers to make small movements such as typing... 
    Full time
    Work at office
    Monday to Friday
    Afternoon shift
    Weekday work

    Prosperity Bank

    New York, NY
    5 days ago
  • Ameris Bank is a purpose-driven company, dedicated...  ...mind to communities, one person at a time. Whether a...  ...identifying customer needs, and cross-selling and up-selling...  ...Integrity and Honesty. Always act in the best interest of...  ...Interest Checking Free Safe Deposit Box Free Money... 
    Work experience placement
    Work at office
    Flexible hours

    Ameris Bank

    New York, NY
    3 days ago
  • $21.23 - $26.51 per hour

    Senior Personal Banker - Fredon (Full-Time) Provident Bank is a multi‑billion‑dollar institution with...  ..., opening accounts, cross‑selling, tele‑consulting, developing...  ...servicing accounts, and acting as lobby manager. The...  ...telephone and provide access to safe deposit boxes. MINIMUM... 
    Full time
    Work at office
    Local area
    Flexible hours

    Provident Bank

    New York, NY
    2 days ago
  • Make banking a Fifth Third better® We connect great...  ...intended to become a Retail Personal Banker I after completing a 9...  ...Retail consumer and small business products/...  ...Primarily focused on cross-selling to existing customer base...  ...and professionalism. Act with confidence by answering... 
    Work experience placement
    Work at office

    Fifth Third Bank

    New York, NY
    4 days ago
  • $250k

     ..., please review .The Banker Team Leader SAFE Act manages senior Banker...  ...client families that cross generations to establish...  ...to the Citi Private Bank.* Effectively manage...  ...team goals above personal achievement.* Encourage...  ...record in relationship selling /* Have an in-depth... 
    Full time
    Bank staff

    Citibank (Switzerland) AG

    New York, NY
    7 hours ago
  • $49.5k - $82.5k

     ...success. As a Branch Banker within PNC's Metro...  ...Accountability, Banking, Client Loyalty, Customer...  ...., Retail Lending, Selling., Understanding...  ...opportunity to qualified persons regardless of race,...  ...Deposit Insurance Act (FDIA) and, for any...  ...Act of 2008 (SAFE Act) and/or the Financial... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    New York, NY
    5 days ago
  •  ...seeking a Branch Sales professional focused on consumer sales and small business client growth. The role involves handling business credit requests under 250K, referring larger opportunities, and cross-selling treasury and related SME products. You will build COI and MGM... 

    Citi

    New York, NY
    21 hours ago
  • Citi in Brooklyn, NY is hiring an entry-level Personal Banker SAFE Act who helps execute sales and service activities with the customer service team. The role focuses on building relationships with individual consumers and growing loyal client bases while supporting branch... 

    Citi

    New York, NY
    4 days ago
  • Citi is seeking an entry-level Personal Banker SAFE Act to assist in executing sales, products, and services with the customer service team. The goal is to foster client relationships, build loyalty, and help increase sales to individual consumer clients. Responsibilities... 

    Citi

    New York, NY
    3 days ago
  • Citi is looking for a Personal Banker SAFE Act in Modesto, California to assist in sales and customer service activities. This entry-level role involves building customer relationships, providing referrals, and complying with Citibank policies. A Bachelor's Degree and... 

    Citi

    New York, NY
    3 days ago
  • F.N.B. Corporation seeks a Relationship Banker to support Retail Banking operations in the market. You will handle basic consumer banking transactions, account servicing, and lending while identifying opportunities to convert transactions into sales referrals. You will... 

    First National Bank Of Pennsylvania

    New York, NY
    2 days ago
  •  ...Citi Global Wealth at Work - Associate Banker - Safe Act LO - Assistant Vice President - NYC...  ...pitches, and deliver Citi's full suite of banking and wealth management solutions to our...  ...applying sound ethical judgment regarding personal behavior, conduct and business... 

    Citigroup

    New York, NY
    3 days ago
  • $192k - $288k

     ...Business Sales, Professional, Banking & InternationalCompany:...  ..., and coordinate cross-functional teams will...  ...of commercial clients, acting as the primary point of...  ...Identify and pursue cross-sell opportunities by...  ...protected by law.If you are a person with a disability and... 
    Full time
    Work at office
    Remote work

    Citigroup

    New York, NY
    7 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Banker - SAFE Act | Small Biz Banking & Cross-Sell. Be the first to apply!