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
...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$250k
...Personal Banker Safe Act - Bilingual English/Spanish Preferred - Morningside Gardens Branch 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...SuggestedFull time- ...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 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...SuggestedWork at officeWeekend work
$23 - $31 per hour
...Roving Associate Personal Banker (SAFE) Wells Fargo is seeking a Roving Associate Personal Banker (SAFE) to join our National Branch Network... ...multiple branch locations within an assigned geographic area, covering for banker and teller absences and temporarily filling...SuggestedWork experience placementFlexible hours$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$23 - $28 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- ...Citibank (Switzerland) AG is seeking an entry-level Personal Banker SAFE Act to support sales and service activities in coordination with the customer service team. The role focuses on fostering client relationships, driving loyalty, and increasing sales to individual...
- ...Citi in Glendale, CA is seeking an entry level Personal Banker SAFE Act who will assist in sales and service activities in coordination with the customer service team, with the goal of building loyalty and increasing consumer client sales. The role involves handling small...
- ...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....Work at officeFlexible hoursShift workWeekend workDay shift
$25 - $26.77 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...Hourly payWork at officeShift workWeekend workDay shift- ...Citigroup Inc. is seeking an entry-level Personal Banker to assist in sales and service initiatives, working with the customer service team... ...cross-sell products, and coach staff on offerings while ensuring compliance with Citi policies and the Safe Act. #J-18808-Ljbffr...
- ...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
- ...financial peace of mind to communities, one person at a time. Whether a customer wants to... ...Core Values of Integrity and Honesty. Always act in the best interest of the customer when... ...for Employees: Free Interest Checking Free Safe Deposit Box Free Money Orders, Travelers’...Work experience placementWork at officeFlexible hours
- ...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
$49.5k - $82.5k
## Personal Banker Bilingual SpanishApply: CA - Ontario (91762): Full time: Posted Yesterday: R2... ...Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the... ...for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory...Full timeTemporary workPart timeWork experience placementWork at office- ...expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations...Temporary workWork at officeMonday to FridayShift workDay shift
$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$18.5 - $23.42 per hour
...The role of the Relationship Banker is to deliver high quality customer... .... This interaction may be in person or over the telephone.... ...the terms of the S. A. F. E. Act of 2008 and become familiar with... ...your future Paid Sick and Safe Leave : For your health and safety...Full timeTemporary workPart timeBank staffWork visaFlexible hours$60.72k - $91.08k
...and client technology and/or systems in order to maintain highest standards of servicing. Assist with maintenance and servicing of Safe Deposit Boxes in offices where available. Keeps informed of new or existing Northern Trust and Wealth Management products, services...Work experience placementH1bWorldwideFlexible hours- 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...
$20.55 - $34.25 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 pay$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$140k - $175k
...shared ambition to life, and each person is unique in their potential.... ...knowledge in their respective areas of expertise. As a U.S. Bank... ...in the community the PWA also acts as a conduit for Private... ...Adoption assistance ~ Sick and Safe Leave accruals of one hour for...Temporary workWork at officeLocal areaRemote workFlexible hours3 days per week$10.4k
...Depth of knowledge in at least one key area of financial planning Experience working... ...allowing you to think big, adapt quickly, and act fast Benefits We Provide... ...with breathtaking views in the heart of Manhattan Competitive total compensation package...Work at officeImmediate start$140k - $175k
...shared ambition to life, and each person is unique in their potential.... ...knowledge in their respective areas of expertise. As a U.S. Bank... ...in the community the PWA also acts as a conduit for Private... ...Adoption assistance Sick and Safe Leave accruals of one hour for...Temporary workWork at officeLocal areaRemote workFlexible hours3 days per week$57.75k - $96.25k
...success. As a Relationship Banker Business Specialist within PNC... ..., escalating where necessary. Acts as an advocate for clients and... ...employment opportunity to qualified persons regardless of race, color, sex... ...Licensing Act of 2008 (SAFE Act) and/or the Financial Industry...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...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...Immediate startAfternoon shift
- ...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 officeFlexible hoursShift workWeekend workDay shift
$124k - $130k
..., risk and compliance or other areas in financial services, we want... ...services organizations. You will act as a strategic advisor, AI... ...in-the-loop controls to ensure safe, reliable, and compliant operation... ...Workplace Sia values in-person collaboration. When serving clients...Work experience placementWork at officeImmediate startWorldwide3 days per week
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