Personal Banker SAFE Act, Pasadena - Hastings Branch, Officer
$250kCiti
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. Job Family Group: Consumer Sales Job Family: Branch Sales Time Type: Full time Primary Location: Pasadena California United States Primary Location Full Time Salary Range: $58,190.00 - $81,210.00 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: Oct 02, 2026 We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details. Illinois residents – AI Notice and Right 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 Citi
$250k
...Personal Banker Safe Act The Personal Banker Safe Act is an entry level position responsible for the assistance in the execution of sales,... ...remarkable client experience Provide Tellers and other branch staff with coaching and guidance on products and special programs...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... ...remarkable client experience Provide Tellers and other branch staff with coaching and guidance on products and special programs...SuggestedFull time- Citi in Pasadena, CA is seeking an entry-level Personal Banker SAFE Act to support sales and service activities in coordination with the customer service team. The... ...handling small business referrals, coaching branch staff, promoting digital channels, and ensuring compliance...Suggested
- Citi in North Hills, California is seeking an entry level Personal Banker under the SAFE Act to assist in sales and service activities with the... ...business lending, cross-selling treasury products, coaching branch staff, educating clients on digital channels, and ensuring...Suggested
- ...Financial Service Consultant II (Personal Banker) Firefighters First Federal Credit Union... ..., we have an immediate opening in our Pasadena CA branch for a Financial Service Consultant II... ...disability coverage ~401k plan with a 3% safe harbor from the credit union and a...SuggestedTemporary workLocal areaImmediate start
- ...inclusion. As a Relationship Banker in a Chase Branch, you will represent our... ...proactively meet with them, both in person and over the phone, to build... ...Dodd Frank/Truth in Lending Act This position is subject... ...) registration under the SAFE Act of 2008. As such, upon...Immediate startAfternoon shift
$24.44 - $35.26 per hour
...Branch Member Service Representative III LAFCU's Branch Member... ...applications (auto, visa CC, personal loans) and closes approved loans... ...in Lending, Reg B/ECOA, SAFE Act) ~2% Performs other duties as... ...others will understand. General office equipment such as calculators...Hourly payFull timeWork at office$26 - $34 per hour
Branch Relationship Banker- Wilshire Boulevard - Los Angeles, CA( Job... ...full-service branch offices across the state. This... ...Relationship Banker (Personal Banker) to provide... ...services and solutions. Acts as a trusted problem-... ...accordance with the SAFE Act. Work Locations...Hourly payFull timeWork experience placementWork at officeLocal areaMonday to FridayFlexible hours- Associate Banker SAFE Act LO - C12 - LOS ANGELES job at Citigroup. Los Angeles, CA. The Associate Banker SAFE Act LO is a seasoned professional... ...to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing...
$23.19 - $28.35 per hour
...multiple channels including in-person, by appointment, and virtually... ...partnerships with branch team members and partners to best... ...under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You... ...Adoption assistance ~ Sick and Safe Leave accruals of one hour for...Temporary work$23.08 - $31.25 per hour
...ambition to life, and each person is unique in their... ...Description Relationship Bankers build relationships... ...opening and/or closing the branch. Builds and fosters... ...terms of the S.A.F.E. Act of 2008 and Regulation... ...Adoption assistance Sick and Safe Leave accruals of one...Temporary workLocal area- JPMorgan Chase is seeking an Associate Banker to deliver exceptional client experiences in our Pasadena branch. You will greet clients, help with account openings, and educate customers on digital banking tools. The role emphasizes relationship building, teamwork, and compliant...Local area
$22.33 - $33.98 per hour
...USD $33.98/Hr. Job Summary The Personal Banker is responsible for winning... ...excellent customer service, supports branch operations and assists... ...onboard new clients. Make out-of-office calls and visits to... ...Section 503 of the Rehabilitation Act of 1973, as amended, and the...Work at office- Personal Banker### Personal BankerApply: AZ - Glendale (85308):... ...AZ at the Sun Valley Branch. 5885 W Bell Rd. Glendale... ...AZ 85308.PNC is an in-office company that fosters a... ...Deposit Insurance Act (FDIA) and, for any registered... ...Act of 2008 (SAFE Act) and/or the Financial...Full timeTemporary workPart timeWork experience placementWork at office
- ...and hiring a group of P ersonal Banker (internally known as Financial... ...goals and dreams. As a Personal Banker you'll experience the meaningful... ...the day at your assigned branch location and meet with you team... ...with personal computer and office software Must obtain and maintain...H1bWork at officeFlexible hoursDay shift
- ...Retail Personal Banker Associate II Make banking a Fifth Third better... ...demeanor and professionalism. Act with confidence by answering... ...Conditions: Normal office environment. Extending viewing... ...training sessions. Location -- Pasadena, California 91101 Fifth...Work experience placementWork at office
$43.68k - $69.9k
...intended to become a Retail Personal Banker II after completing a 4-8 week... ...demeanor and professionalism. Act with confidence by answering... .... WORKING CONDITIONS: Normal office environment. Extending viewing... ...partner. LOCATION - Pasadena, California 91101 Attention search...Work experience placementWork at office$70k - $200k
...: 2026-10-22Location: Pasadena, California, United StatesSalary... ...and family offices through Citi Private Bank... ...clients in Citi Personal Wealth Management and... ...normsPartner with all roles on branch team to ensure all... ...required by applicable SAFE Act regulations and Citi...Full timeWork at office- ...Personal Banker/Branch Service Representative The Personal Banker/Branch Service Representative will assume, but not be limited to, the following... ...and loan records, and makes sound recommendations to Loan Officers. Discloses and funds approved loans. In the event a loan...Full timeImmediate startFlexible hours
$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,... ...Securities (CNS) Investment Officer (IO) to communicate with...Remote work- ...and inclusion. As an Associate Banker within Chase, you will... ...significantly contribute to the branch's success by delivering exceptional... .... FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section... ...financial services, including personal banking, credit cards,...
- ...JPMorgan Chase in Pasadena, CA is seeking a Relationship Banker to serve clients in-branch, leveraging our solutions and technology to build meaningful financial relationships. You will acquire, manage, and retain clients, meeting regulatory obligations and participating...
- Citigroup Inc. in Northridge, CA is seeking an entry-level Personal Banker SAFE Act to assist in sales, service and product execution in coordination with the customer service team. You will build relationships with individual consumer clients, cross-sell treasury and...
- WaFd Bank is seeking a Personal Banker in Pasadena, CA to win new business and deepen deposit and loan relationships through exceptional service. You will balance sales with customer service, support branch operations, and help clients meet financial goals while navigating...
- ...inclusion. As a Private Client Banker in a Chase Branch, you will represent our... ...communication skills, both in person and over the phone, with proven... ...Dodd Frank/Truth in Lending Act This position is subject to... ...) registration under the SAFE Act of 2008. As such, upon active...Immediate startAfternoon shift
$27.22 - $33.26 per hour
...ambition to life, and each person is unique in their... ...Description Relationship Bankers build relationships... ...opening and/or closing the branch. · Builds and fosters... ...terms of the S.A.F.E. Act of 2008 and Regulation... ...Adoption assistance Sick and Safe Leave accruals of one...Temporary workLocal area$35.1 - $47.12 per hour
...external relationships and collaborates with branch partners, centers of influence, clients... ...opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30... ...Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance...Temporary workWork experience placementLocal area- U.S. Bank in Pasadena, CA seeks an experienced Relationship Banker to cultivate client relationships, assess financial needs, and process accounts and loans with... ..., offer banking solutions, and collaborate with branch teammates to serve customers efficiently. The role emphasizes...Full time
- U.S. Bank is seeking a Relationship Banker to build lasting client relationships, meeting... ...basic transactions, and collaborate with branch teams to serve customers with a digital-first... ...requires NMLS registration under the SAFE Act and Regulation Z, with background and credit...
- California Bank & Trust in Los Angeles seeks a Branch Relationship Banker at Wilshire Boulevard to deliver a full-service banking experience... ...You will open accounts, support lending needs, and provide personalized financial solutions to local clients. Responsibilities...Local area
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