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 Area Discover your future at Citi Working 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...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...SuggestedFull time- ...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
- ...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....SuggestedWork experience placementWork at officeImmediate start
$25 - $27.88 per hour
...responsibilities Required Qualifications 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...SuggestedHourly payWork at officeWeekend work$109.12k - $163.68k
The Associate Banker SAFE Act LO is a seasoned professional role. Applies in-depth disciplinary... ...improvement of processes and workflow for the area or function. Integrates subject matter... ...sound ethical judgment regarding personal behavior, conduct and business practices...Full time- ...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...Work at officeShift workWeekend workDay shift
- ...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
$200k - $300k
...The Banker SAFE Act is a strategic professional who closely follows latest trends in own field... ...Recognized subject matter expert within one area. Strong commercial awareness is a... ...team success and place team goals above personal achievement. Encourage team members to...Full time$250k
...additional information, please review .The Banker Team Leader SAFE Act manages senior Banker UHNW & HNW... ...grounding in both the function and/ or area of expertise. Excellent communication... ...team success and place team goals above personal achievement.* Encourage team members...Full timeBank staff- ...through a variety of channels, including, but not limited to: In-Person, Outbound Calling Campaigns, Assisting with Inbound Call Center... .... Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to, successful completion of the required...Work at officeLocal area
$45.38k - $75.63k
...Personal BankerSkip to main content#Personal Banker page is loaded## Personal BankerApplylocations: NJ - Turnersvilletime... ...of the Federal Deposit Insurance Act (FDIA) and, for any registered role... ...Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry...Full timeTemporary workPart timeWork experience placementWork at officeShift work$127.63k - $237.01k
...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and... ...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- ...Citigroup Inc. is looking for an entry-level Personal Banker SAFE Act to assist in executing sales and service activities while fostering customer relations to build loyalty and increase sales. The ideal candidate will work with business credit requests, build referral...
- Responsibilities include handling small business opportunities, coaching staff on programs, and ensuring compliance with Citi policies. A bachelor’s degree and NMLS/Safe Act compliance are required. #J-18808-Ljbffr
- ...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...
- ...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
$23 - $25 per hour
...Personal Banker Corporate Title: Personal Banker Department: Retail Banking Division... ...communities in the New York City metro area. We reinvest more than 80% of our... ...processes and action plans Listens to and acts upon instructions Demonstrates accountability...Work at office2 days per week3 days per week1 day per week$23 - $31 per hour
...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 banking...Work experience placementFlexible hours- ...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
- ...Description The primary responsibility of the Personal Banker is to assist customers in managing their bank accounts and finances through individualized... ...flexibility and willingness to work and travel to various areas of retail operations Skills and competencies Exceptional...
$19 - $23 per hour
...About The Role The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client Experience... ...Consumer and Business accounts for existing and new clients. Act as a resource to the Client Service Specialists by...Immediate start$20.67 - $31.25 per hour
...partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and... ...policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding...Hourly payWork experience placementDay shift- ...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...
- ...inclusion. As a Private Client Banker in a Chase Branch, you will... ...communication skills, both in person and over the phone, with proven... .... Dodd Frank/Truth in Lending Act This position is subject to the... ...(NMLS) registration under the SAFE Act of 2008. As such, upon active...Immediate startAfternoon shift
$23.17 - $26 per hour
...Northeast from the New York City metropolitan area to Rhode Island and Massachusetts. If you’... ...work! The Banking Center Relationship Banker 2 role will provide services for Banking Center... ...coaching support to fellow bankers. Act as a role model and help onboard new bankers...Flexible hoursWeekend work$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...Hourly payLocal area- ...Overview As a Relationship Banker in a Chase Branch, you will represent... ...meet with them, both in person and over the phone, to build lasting... .... Dodd Frank/Truth in Lending Act This position is subject to... ...(NMLS) registration under the SAFE Act of 2008. As such, upon...Immediate startAfternoon shift
$225k - $250k
...Influence, marketing efforts, asking for personal introductions from clients, and... ...& professional networking in the areas of deposits, loans, and investments. Act as "face" of private practice... ...and Variable insurance licenses and SAFE Act registration. Teammates will have...Full timePart timePrivate practiceWork at officeLocal areaShift workDay shift- A leading financial institution in New York is seeking a motivated individual to engage clients and assist with transactions in a dynamic financial center. Responsibilities include processing cash transactions, building relationships with clients to meet their financial...
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