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
$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...SuggestedFull time$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$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- ...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
$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...SuggestedFull time- ...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...
- 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...
$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...$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...- 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...
- 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...
- 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...
- 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...
- 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...
- 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...
$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...- 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...
- ...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 timeWork at officeMonday to FridayAfternoon shiftWeekday work
- 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 placementWork at officeFlexible hours
$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 timeWork at officeLocal areaFlexible hours- 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 placementWork at office
$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 timeBank staff$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 timeTemporary workPart timeWork experience placementWork at office- ...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 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 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 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...
- 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...
- ...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...
$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 timeWork at officeRemote work
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!
- private banker New York, NY
- personal banker New York, NY
- private mortgage banker New York, NY
- personal concierge New York, NY
- personal banking manager New York, NY
- personal caregiver New York, NY
- attorney personal injury New York, NY
- personal injury paralegal New York, NY
- personal training New York, NY
- personal companion New York, NY


