Personal Banker SAFE Act, North Hills Branch, Officer
$250kCitigroup Inc.
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. 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. 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 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. 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 Citigroup Inc.
$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$22.27 - $33.43 per hour
...CLIENT OFFICER Assists the Client Manager... ...activities of the branch. Monitors and maintains... ...service team. This person will support... ...all deadlines. Acts as a champion for clients... ...Outlook) required. SAFE Act Registration.... ...of Canada, one of North America’s leading diversified...SuggestedHourly payWork at officeRemote work- ...Private Mortgage Banker (SAFE) Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer... ...with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations.... ...Desired Qualifications: Basic Microsoft Office skills Documented retail residential...SuggestedHourly payMinimum wageWork experience placementWork at officeLocal areaImmediate start
- ...’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...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- ...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...SuggestedFull 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
$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...Full timeTemporary workLocal area$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- ...residential Private Mortgage Bankers under the direction of... ...operations; manage personal and team’s pipeline to... ...Mortgage Banking SalesThis SAFE position has customer... ....E. Mortgage Licensing Act of 2008 and all related... ....SummaryLocation: BEVERLY HILLS, CAType: Full timeHourly payMinimum wageFull timeWork experience placementBank staffWork at officeImmediate start
$127.63k - $237.01k
...Private Banker Develops and manages client... ...industry specialist acting as a technical... ...Licensing Act of 2008" (Safe Act) and must be... ...Center of Influences, personal community... ...Securities (CNS) Investment Officer (IO) to communicate... ...of Canada, one of North America's leading diversified...- ...Associate Personal Banker (SAFE) 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 through in-branch interactions, scheduled...Work experience placementFlexible hours
- ..., 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
- ...Associate Personal Banker (SAFE) 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 through in-branch interactions, scheduled...Work experience placementFlexible hours
- ...the West Los Angeles VA North Campus, and West LA VA... ...has a warm and caring personality, excellent communication... ...skills including Microsoft Office required. Yardi... ...committed to providing a safe workplace for employees... ...California Fair Chance Act. Conditional offers of...Full timeWork experience placementInterim roleWork at officeMonday to FridayFlexible hours
$27.02 - $39.18 per hour
...people to join our exceptional team. Personal Banker (Member Service Representative III) The... ...Member service to Members visiting branch/service center locations. Provides detailed... ...Maintains cash and negotiable items. May act as branch liaison to support departments...$150k - $160k
...laundering enhanced due diligence. This includes BSA (Bank Secrecy Act), OFAC (Office of Foreign Assets Control), and CIP (Customer Identification... ...BSA package for Management Committee meetingProvides branch and customer support on inquiries on day-to-day issues related...Full timeWork at office$27.02 - $39.18 per hour
...Personal Banker (Member Service Representative III) We're always looking for diverse, talented... ...Class Member service to Members visiting branch/service center locations. Provides... ...Maintains cash and negotiable items. May act as branch liaison to support departments...$24 - $27.6 per hour
...Partager Localisation : Beverly Hills, United States Type de... ...policies and help create a safe, secure, and enjoyable shopping... ...Demonstrated ability to deliver personalized client service and build... ...Francisco Fair Chance Ordinance, and the New York City Fair Chance Act.Hourly payPermanent employmentFull timePart timeFlexible hoursShift workNight shiftWeekend work$27 per hour
...union in California with branches throughout Northern... ...make a difference as a Personal Banker (Member Solutions... ...OFAC and Bank Secrecy Act / Anti-Money Laundering... ...proficient in all Microsoft Office suite of products... ...opportunity 401(k) with 3% Safe Harbor and 5% employer...Full timePart timeWork experience placementWork at officeFlexible hoursAfternoon shift$20 - $32 per hour
...position. Job Description: The Role As a Branch Intern, you play a key role in the client... ...services, and gain valuable exposure to personal investing and financial planning.... ...the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1...Hourly payFull timeInternshipSummer internship$23.19 - $28.35 per hour
...multiple channels including in-person, by appointment, and virtually... ...partnerships with branch team members and partners to best... ...under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You... ...Adoption assistance ~ Sick and Safe Leave accruals of one hour for...Temporary work- ...regulations, and compliance standards, including North American Electric Reliability Corporation... ...Employers and the California Fair Chance Act.The primary work location for this... .... At SCE, you’ll have a chance to grow personally and professionally, making a real impact...Local areaRemote work
$84.15k - $123k
SUMMARYThe Compliance Officer is responsible for duties within the Compliance... ...: GLBA(Gramm-Leach-Briley Act) , Regulation Z (Truth in... ...values.30. Performs the position safely, without endangering the... ...skills in computer terminal and personal computer operation, mainframe...- ...regulations, and compliance standards, including North American Electric Reliability Corporation... ...Employers and the California Fair Chance Act.The primary work location for this... .... At SCE, you’ll have a chance to grow personally and professionally, making a real impact...Local areaRemote work
$172.34k - $233.17k
...territory will include West Hollywood, Beverly Hills, Santa Monica, Culver City, Marina del... ...the world. In this vital role you will act as the primary scientific/clinical... ...also work to care for your professional and personal growth and well-being. From our competitive...Full timeFlexible hours$50k - $100k
...customers. Works collaboratively within the branch and through various channels with BMO... ...guidelines. Makes credit recommendations for personal lending transactions, including home... ...the Bank’s policies and procedures. Acts as a key member of a collaborative and versatile...Contract workPart timeLocal areaImmediate startDay shift- ...Relationship Banker - Los Angeles South Market Los Angeles, California... ...America is committed to an in-office culture that supports... ...and intense focus on results, acting in the best interest of the client... ...premises and to provide a safe work environment. Bank of America...Work at officeFlexible hoursShift workWeekend workDay shift
$20 - $26 per hour
...Description Description: Overview: We are seeking a dynamic Personal Banker II , who is an experienced advisor in establishing,... ...Holiday, and Sick time ~401k Retirement Saving Plan with a 6% safe harbor employer match ~ Educational Assistance Program and more...Hourly pay- ...supervisor s direction Accountable for the personal achievement of monthly new account... ...extended periods of time dependent upon branch location Ability to work in a high volume... ...at any time Operate a computer and other office machinery Ability to lift up to 50 lbs. Member...Work experience placementWork at officeFlexible hoursAfternoon shift
$22 - $27 per hour
...financial goals are met. Provide quality personalized customer service, maintain frequent... ...Commercial Lenders). Proactively support branch new business promotions. Operations Perform... ...outgoing wires. Essential functions of Safe Deposit box (e.g. entry, opening, maintenance...Full timeFlexible hoursWeekend work
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