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.
$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 - $120k
Overview The Wealth Relationship Advisor SAFE Act is a seasoned professional role that applies in-depth disciplinary knowledge, integrating... ...status or other protected characteristics. If you are a person with a disability and need a reasonable accommodation to use our...SuggestedWork at office- ...Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements... ..., and underwriting requirements This SAFE position has customer contact and job... ...compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations....SuggestedHourly payMinimum wageWork experience placementWork at officeImmediate start
$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- ...Citigroup Inc. is seeking a Personal Banker SAFE Act in Syosset, NY. This entry-level position involves assisting with sales and service activities, fostering customer relations, and recognizing lending opportunities. Applicants should possess a bachelor's degree and...Suggested
- ...Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act in Hicksville, New York. This position involves assisting with sales and service activities while fostering strong relationships with clients to enhance sales and client loyalty. Key responsibilities include...
- ...Citi is seeking a Personal Banker SAFE Act in Jericho, New York. This entry-level position involves executing sales and service activities while fostering customer loyalty. Responsibilities include delivering remarkable client experiences, assisting with strategies to...
$25 - $27.88 per hour
...responsibilities 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...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- Citi in Hicksville, New York is seeking an entry-level Personal Banker SAFE Act to assist in sales and service activities, aiming to build customer loyalty. This role involves working with business credit requests, gathering referrals, and providing exceptional client...
- Citi is seeking a Personal Banker SAFE Act for their Syosset branch, an entry-level position responsible for assisting in sales and customer service activities. The role includes fostering customer relations to enhance loyalty and drive sales to individual consumers. The...
- ...Citigroup Inc. is seeking a Personal Banker SAFE Act for their Wantagh location. This entry-level position involves assisting with sales and providing exceptional customer service to build lasting relationships with consumer clients. The ideal candidate will have a Bachelor...
- ...Dispensing machines and support customers in the use of Coin Machines. Act as Vault Teller ensuring adequacy of Branch cash for daily... ..., issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements. Maintains knowledge...
- ...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....
$56.5k - $73.7k
Head Universal Banker The Head Universal Banker is a leadership role responsible for providing... ...(e.g., ATM, Online, Mobile, etc.). Act as a subject‑matter expert for the branch... ..., apply sound ethical judgment regarding personal behavior, conduct and business practices,...Full timeFlexible hours- Citi in Wantagh, NY is seeking an entry-level Personal Banker under the SAFE Act, responsible for assisting in sales and customer service activities. You will foster relationships with customers to increase sales and deliver remarkable client experiences. Applicants should...
- Citigroup Inc. is seeking a Personal Banker SAFE Act in Glen Cove, New York. This entry-level position involves assisting in sales and service activities, fostering customer relations, and cross-selling financial products. Ideal candidates will have up to 2 years of experience...
$27.59 - $45.98 per hour
...sales process to achieve personal sales and/or referral... ...referral opportunities Act as liaison with business... ...(e.g. business bankers, mortgage loan originators... ...requirements under the Federal SAFE Act Scope of... ...interacts with appropriate areas of the bank to ensure customer...Hourly payFull timeLocal area- ...Citigroup Inc. is hiring a Personal Banker in Plainview, New York. This entry level position is responsible for assisting with sales and customer service through strong communication and relationship-building skills. Candidates should have prior experience in banking or...
- ...Citigroup Inc. seeks a Personal Banker in Jericho, New York, to enhance customer relationships and increase sales. This entry-level position involves working closely with the customer service team, assisting in sales activities, and identifying business opportunities for...
- ...About the Role As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within... ...Dispensing machines, and support customers in using Coin Machines. Act as Vault Teller, ensuring branch cash adequacy for daily...Work at office
- ...Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los... ...life they envision through a personal relationship with their advisory... ...and accountability. We act as one company and believe when... ...America premises and to provide a safe work environment. Bank of America...Work at officeShift workDay shift
- ...TwinThread is seeking a Private Client Banker to manage a select group of affluent clients in Branch Banking. You will be the primary... ...in Branch Banking, excellent communication skills, and comply with Dodd Frank/Truth in Lending Act requirements. #J-18808-Ljbffr...
$28.85 per hour
...Member Value Personal Banker - Elmont FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all... ...members and FourLeaf. Complies with all aspects of Bank Secrecy Act, Anti-Money Laundering, Office of Foreign Asset Control....Hourly payWork at officeFlexible hoursNight shift$43.68k - $69.9k
Retail Personal Banker II Location: Glenwood, Illinois 60425. Selected candidates will start as a Retail Personal Banker II after completing... ...promoting customer satisfaction with a friendly, helpful demeanor. Act with confidence in answering customer questions and owning...Work experience placementWork at office- Quality Talent Group is seeking bankers to join their Consumer, Small, and Business Banking division in Jericho, NY. This role involves... ...must have 6+ months of customer interaction experience and meet SAFE requirements. The position offers a comprehensive benefits package...
$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...$65k - $80k
...products. All employees engaged in residential loan mortgage originations must register with the federal registry system under the SAFE Act and maintain registration. Failure to obtain or maintain registration may result in disciplinary action up to and including...Temporary workMonday to FridayShift workDay shift$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, we...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours- ...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
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