Personal Banker SAFE Act - Nassau North Area
$250kCiti Group
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. 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. Available offerings may vary by jurisdiction, job level, and date of hire. 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. View Citi’s EEO Policy Statement and the Know Your Rights poster. Salary Range: $61,280.00 - $85,520.00 #J-18808-Ljbffr Citigroup Inc.
- A leading financial institution is seeking a Personal Banker SAFE Act for its South Huntington Branch. This entry-level position involves enhancing customer relations and increasing sales to individual consumer clients. Responsibilities include working with credit requests...Suggested
- ...Citibank (Switzerland) AG is looking for a Personal Banker SAFE Act to join the Glen Cove Branch. This entry-level position is responsible for assisting in sales and customer service activities, aiming to build customer loyalty and increase sales. The ideal candidate...Suggested
$70k - $120k
...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
...Build relationships with new clients to bring in new bank and brokerage assets. Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills. Respond to...SuggestedFull timeWork at office$21.23 - $28 per hour
...At Provident Bank, the Senior Personal Banker plays a key role in the... ...relationships, servicing accounts, and acting as lobby manager. Researches... ...Provides access to safe deposit boxes MINIMUM QUALIFICATIONS... ...: Retail Banking Branch Areas Work is mainly performed...SuggestedFull timeWork at officeLocal areaFlexible hours- ...machines and support customers in the use of Coin Machines. Act as Vault Teller ensuring adequacy of Branch cash for daily transactions... ..., issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements....
- ...services company located in Manhasset, NY, is seeking a motivated Personal Banker for an entry-level position. The role focuses on assisting in... ...skills. This position requires NMLS registration and Safe Act compliance. The company is an equal opportunity employer, committed...
$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 officeFlexible hoursShift workWeekend workDay shift$27.75 - $41.5 per hour
...of Business: Personal & Commercial Banking... ...: The Premier Banker is an experienced banker... ...to a client and to act as an experienced... ...to identify areas for relationship deepening... ...Act of 2008 (SAFE Act), 12 U.S.C. §§... ...fifth largest bank in North America by branches...Bank staffWork at officeLocal areaWork from homeFlexible hours$22.79 - $37.99 per hour
...member/partner. Float Universal Banker will frequently travel to... ...different branches within a designated area to assist branch staff as... ...Laundering), BSA (Bank Secrecy Act) and KYC (Know Your Customer) processes... ...requirements under the Federal SAFE Act. Complete other related...Hourly pay$24.25 - $32.5 per hour
...Line of Business: Personal & Commercial... ...Description: The Retail Banker I is a customer... ...processes of business area, and could be characterized... ...their needs * May act as a point of... ...Act of 2008 (SAFE Act), 12 U.S.C. §§... ...fifth largest bank in North America by branches...Work at officeLocal areaWork from homeFlexible hours- ...inclusion. As a Relationship Banker in a Chase Branch, you will... ...proactively meet with them, both in person and over the phone, to build... ...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
- ...Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: 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...Full timeWork experience placementFlexible hours
- ...Join us! About this role: Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice,... ...coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed...Temporary workWork experience placementImmediate start
- ...Citibank (Switzerland) AG is hiring for an entry-level Personal Banker position in the Syosset Branch. This role is focused on assisting customers with sales and service activities, helping to foster strong customer relations to drive sales growth. Qualified candidates...
$28.85 per hour
...Member Value Personal Banker - Hempstead Job Category : RETAIL BANKING Requisition Number : MEMBE006635 Apply now Posted: May 29, 2026 Full... ...members and FourLeaf. Complies with all aspects of Bank Secrecy Act, Anti-Money Laundering, Office of Foreign Asset Control....Hourly payFull timeWork at officeFlexible hoursNight shift$25.07 - $41.79 per hour
...Complete other related duties as assigned. Responsible for meeting and maintaining registration requirements under the Federal SAFE Act Scope of Responsibilities: The position is the focal point in the branch for sales, service and/or referral opportunities in...Hourly pay$66.56k - $99.32k
...strategies and products, and recommend personalized/tailored investment and insurance strategies... ...Walking - Occasional Moving safely in confined spaces - Occasional Lifting... ...institutions and is the fifth largest bank in North America by branches/stores. Every day,...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours$72.28k - $108.16k
...Continuous Standing - Occasional Walking - Occasional Moving safely in confined spaces - Occasional Lifting/Carrying (under 25... ...global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every...Work at officeLocal areaWork from homeFlexible hours$57.72k - $86.32k
...strategies and products, and recommend personalized/tailored investment and insurance strategies... ...Walking – Occasional Moving safely in confined spaces – Occasional Lifting... ...institutions and is the fifth largest bank in North America by branches/stores. Every day,...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours- A financial services organization in Plainview, NY is seeking a Part-Time Member Service Representative/Personal Banker. The role requires direct interaction with members, supporting a customer-focused sales culture, and processing financial transactions efficiently. Candidates...Part timeFlexible hours
$61.28k - $85.52k
Citi is seeking an entry-level Personal Banker for its Syosset location. This role is responsible for assisting in sales and service activities to foster customer relations and increase sales to individual consumer clients. Ideal candidates possess strong communication...$61.28k - $85.52k
Citigroup Inc. is looking for an entry-level Personal Banker in Syosset, NY. This role focuses on supporting sales and service activities while building strong customer relationships. Candidates should have up to 2 years of experience, preferably in banking or sales, as...- ...to talent development, they are now hiring bankers to join their Consumer, Small, and... ...(work, military, or education) Must meet SAFE registration and Loan Originator (LO) requirements... ...compliance with the S.A.F.E. Mortgage Licensing Act and internal banking policies. Diversity &...Full timePart timeImmediate startShift workDay shift
$21.98 - $32.97 per hour
...,250 tuition reimbursement The Universal Banker (UB) acts as a full service, single point of contact for Apple... .... Assist in the opening and closing of vault, safe, and ATM machine and ensure the customer area is kept orderly and properly supplied (deposit and...Work at officeImmediate startRelocation packageWeekend work$28.85 per hour
The Member Value Personal Banker contributes to the success of the branch by of the branch to grow deposit and loan share within their market... ...exposure to members Complies with all aspects of Bank Secrecy Act, Anti-Money Laundering, Office of Foreign Asset Control. *...Hourly payWork at officeFlexible hoursNight shift$27.48 - $41.21 per hour
...Universal Banker Supervisor Massapequa, NY Salary Range: $27.48/hr - $4... ...Universal Banker (UB) Supervisor acts as a full service, single point of... ...the opening and closing of vault, safe, and ATM machine and ensure the customer area is kept orderly and properly supplied...Work at officeWeekend work- ...Commercial Private Banker The Commercial Private Banker is a relationship-focused role... ...new business opportunities, and to further personal development. Supports Regional Market... ...anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.). Adheres to...Local area
- ...long-term goals. **Duties & Responsibilities:*** Responsible for personal production goals and customer service objectives for all... ...Bachelor's Degree* At least 2-3 years of experience in an investments area* Experience coaching, influencing and developing individuals in...Temporary workWork at officeRemote workWork from homeFlexible hours
$115k - $180k
...for meaningful life and business decisions Trustworthiness and personal integrity that is beyond reproach A passion for investing and for... ...13‑week training program, which is designed to cover critical areas and provide the knowledge and skills necessary for a foundation...Flexible hours
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