Personal Banker SAFE Act - Manhattan Area
$250kCitibank (Switzerland) AG
## Personal Banker SAFE Act - Manhattan AreaApplylocations: New York New York United Statesposted on: Posted Todayjob requisition id: 26958358The 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 experienceThis 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:**------------------------------------------------------## **Primary Location:**New York New York United States------------------------------------------------------## **Primary Location Full Time Salary Range:**$61,280.00 - $85,520.00In 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:**------------------------------------------------------*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
$250k
Personal Banker SAFE Act - Manhattan Square Area Location: New York, New York, United States Job Type: On-Site/Resident Job Overview The Personal Banker SAFE Act is an entry level position responsible for assisting in the execution of sales, products or service activities...SuggestedFull time$250k
...Personal Banker SAFE Act - Manhattan AreaDiscover your future at CitiWorking at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career...Suggested$250k
...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...SuggestedFull time$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 activities. This entry-level role focuses on fostering customer relationships, increasing sales to individual clients, and providing...Suggested- ...Relationship Banker - Central Manhattan NY Area New York, New York;New York, New York; New York, New York... ...ethic and intense focus on results, acting in the best interest of the client... ...of America premises and to provide a safe work environment. Bank of America...SuggestedWork at officeShift workWeekend workDay shift
- 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 relationships. Candidates with 0-2 years of relevant experience, preferably in banking or retail, will thrive in this position...
- Citi in Brooklyn, NY is hiring an entry-level Personal Banker SAFE Act to assist in executing sales and service activities with the customer service team, building loyalty and increasing sales to consumer clients. Responsibilities include collaborating with branch staff...
- 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 in coordination with the customer service team to foster customer loyalty and drive growth. Responsibilities include handling...
- Citi is seeking an entry-level Personal Banker SAFE Act in Brooklyn, NY to assist in sales and service activities and to foster customer loyalty. You will support credit requests under $250K, cross-sell treasury products, and build relationships with individual consumer...
- 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 in Uniondale, NY is seeking an entry-level Personal Banker SAFE Act to assist in sales, products, and service activities with the customer service team. The role aims to foster customer relationships, build loyalty, and help increase sales to individual consumer clients...
$25 - $26.77 per hour
...‑starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get... ...in the communities we serve. Global Impact Learn about the six areas that guide Bank of America's efforts to help make financial...Hourly payWork at officeShift workWeekend workDay shift- ...Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com... ...compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations....Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...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...Work at officeWeekend work
- 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...
$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 officeShift workWeekend workDay shift- ...Relationship Banker - South Manhattan NY Area *Bilingual Spanish required New York, New York;New York, New... ...ethic and intense focus on results, acting in the best interest of the client +... ...of America premises and to provide a safe work environment. Bank of America is...Work at officeShift workWeekend workDay shift
$27.75 - $41.5 per hour
...role. Line Of Business: Personal & Commercial Banking... ...Description: The Premier Banker is an experienced banker... ...to a client and to act as an experienced liaison... ...collaboration to identify areas for relationship... ...Licensing Act of 2008 (SAFE Act), 12 U.S.C. 5102 et...Bank staffWork at officeLocal areaWork from homeFlexible hours$21.23 - $26.51 per hour
Senior Personal Banker - Fredon (Full-Time) Provident Bank is a multi‑billion... ..., servicing accounts, and acting as lobby manager. The role includes... ...and provide access to safe deposit boxes. MINIMUM QUALIFICATIONS... ...Retail Banking Branch Area. Work performed under...Full timeWork at officeLocal areaFlexible hours$21.23 - $26.51 per hour
...to receive an alert: Senior Personal Banker - Cranbury (Full-time) How would... ..., servicing accounts, and acting as lobby manager. Researches... ...telephone Provides access to safe deposit boxes MINIMUM QUALIFICATIONS... ...: Retail Banking Branch Areas Work is mainly performed...Full timeWork at officeLocal areaFlexible hours- ...financial needs. As a Private Client Banker in Branch Banking, you are the... ...Dodd Frank/Truth in Lending Act* High school degree, GED, or... ...(NMLS) registration under the SAFE Act of 2008. As such, upon... ...financial services, including personal banking, credit cards,...Immediate startAfternoon shift
- ...their financial needs. As a Private Client Banker in Branch Banking, you are the main point... ...with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent... ...and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment...Immediate startAfternoon shift
- Citi is hiring a Personal Banker SAFE Act at the Manhattan Plaza Branch in New York City. This entry-level role collaborates with the customer service team to help execute sales, products and services, fostering relationships to build loyalty and drive consumer growth....
- Citi is seeking a Personal Banker SAFE Act in Los Angeles and Westside Area Branches to support sales, service and relationship building with individual clients. You will work with the customer service team to foster loyalty and grow Citi’s consumer business through cross...
- ...Bilingual Spanish Required 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...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Management - Private Wealth Advisor - Manhattan, NY J.P. Morgan Wealth... ...of business by delivering personalized investment solutions to clients... ...to be a self-starter, act as an end-to-end owner of tasks... ...3 New York City Metropolitan Area 4 days ago Senior Associate -...Full time
- ...Citi is seeking an entry-level Personal Banker SAFE Act at Allerton Branch in New York to assist in sales, service activities, and customer relationship building. The role emphasizes cross-selling products, referring opportunities, and delivering excellent client experiences...Full time
- ...unparalleled banking services. Who you are: As a Personal Banker I , you are the first point of contact... ..., laws, regulations, and Bank Secrecy Act policies Develop relationships with... ...build trust so clients feel comfortable and safe Frost Benefits: At Frost, we care about...Monday to Friday
$127.63k - $237.01k
...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops... ...or industry specialist acting as a technical consultant... ...Act of 2008" (Safe Act) and must be registered... ...Center of Influences, personal community involvement,... ...clients and with all risk areas, especially the Credit...Remote work- ...Overview Personal Bankers are intentional about delivering a consistent best in class customer experience... ...in class branch experience in 3 primary areas of responsibility: Service execution,... ...and concerns by owning the problem and acting as a liaison between the customer and...Contract workLocal area
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