Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Personal Banker SAFE Act - Merrifield Branch

$250k

Citibank (Switzerland) AG

## Personal Banker SAFE Act - Merrifield BranchApplylocations: Falls Church Virginia United Statestime type: Full timeposted on: Posted Todaytime left to apply: End Date: June 29, 2026 (30 days left to apply)job requisition id: 26967371The 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:**Full time------------------------------------------------------## **Primary Location:**Falls Church Virginia United States------------------------------------------------------## **Primary Location Full Time Salary Range:**$58,190.00 - $81,210.00In 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:**Jun 29, 2026------------------------------------------------------*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

Vacancy posted 15 hours ago
Similar jobs that could be interesting for youBased on the Personal Banker SAFE Act - Merrifield Branch in Falls Church, VA vacancy
  • $250k

    The Bethesda Row Branch is a part of Citi's De Novo branches which are newly opened branch...  ...is a unique environment and requires Personal Bankers to have in-depth sales experience,...  ...to consumers as required by applicable SAFE Act regulations and Citi policies and procedures... 
    Suggested
    Local area

    Citigroup Inc.

    Bethesda, MD
    21 hours ago
  • $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... 
    Suggested
    Full time

    Citigroup Inc.

    Washington DC
    2 days ago
  • Citi is seeking an entry-level Personal Banker in Falls Church, Virginia. In this role, you will assist in sales activities and foster relationships with customers to increase client loyalty. Responsibilities include managing credit requests, cross-selling products, and... 
    Suggested

    Citi

    Falls Church, VA
    3 days ago
  • The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth...  ...adhered to. Partner with all roles on branch team to ensure all clients have a positive...  ...sound ethical judgment regarding personal behavior, conduct and business practices... 
    Suggested
    Work at office

    Citigroup Inc.

    Bethesda, MD
    11 hours ago
  • $70k

    Overview The Wealth Relationship Advisor SAFE Act role requires a seasoned professional to...  ...strictly adhered to. Partner with all branch team roles to provide a positive in‑branch...  .... Apply ethical judgment regarding personal and business conduct, and report control... 
    Suggested
    Full time
    Work at office

    Citi

    Bethesda, MD
    2 days ago
  •  ...advantage in the markets we serve. This Personal Banker position is located in Alexandria,...  ...Responsibilities Acquire and deepen the branch customer base through proactive sales and...  ...federal regulations including the FDIA, SAFE Act, and FINRA. California Residents California... 
    Temporary work
    Work experience placement

    PNC Financial Services Group, Inc.

    Alexandria, VA
    4 days ago
  •  ...their financial needs. As a Private Client Banker in Branch Banking, you are the main point of...  ...Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign...  ...Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment... 
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Bethesda, MD
    11 hours ago
  •  ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division....  ...compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations.... 
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Falls Church, VA
    4 days ago
  • $21.68 - $36.13 per hour

    Pipeline Universal Banker - Northern Virginia Branches page is loaded## Pipeline Universal Banker - Northern Virginia...  ...Money Laundering), BSA (Bank Secrecy Act) and KYC (Know Your Customer)...  ...registration requirements under the Federal SAFE Act.Complete other related duties as... 

    M&T Bank Corporation

    Mc Lean, VA
    21 hours ago
  • $21.68 - $36.13 per hour

    Overview Specializes in our branch customer experience through sales, service and digital engagement...  ...Anti-Money Laundering), BSA (Bank Secrecy Act) and KYC (Know Your Customer) processes...  ...requirements under the Federal SAFE Act. Complete other related duties as assigned... 

    M&T Bank

    Mc Lean, VA
    21 hours ago
  •  ...contribute to the company's success. As a Personal Banker within PNC's Retail Bank organization,...  ...discuss workplace expectations and confirm branch hours and shift details for this...  ...Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of... 
    Full time
    Temporary work
    Work experience placement
    Work at office
    Shift work

    Fairygodboss

    Alexandria, VA
    15 hours ago
  •  ...Citibank (Switzerland) AG is hiring for a Personal Banker at their Merrifield Branch located in Falls Church, Virginia. This entry-level position is vital to fostering customer relations and enhancing sales through effective service delivery. Responsibilities include... 

    Citibank (Switzerland) AG

    Falls Church, VA
    16 hours ago
  • $45.76k - $59.5k

     ...Relationship Banker Responsible for providing an...  ...service experience both in person and on the phone...  ...well as individual and branch sales targets by offering...  ...consultative conversations and acting upon or referring more...  ...Office ~ Must be SAFE (Mortgage Licensing Act... 
    Temporary work
    Work at office
    Night shift
    Weekend work

    SunTrust Investment Services, Inc.

    Arlington, VA
    1 day ago
  • $49.5k - $82.5k

    ## Personal BankerApplylocations: DC - Washington (20016)time type...  ...’s success. As a Personal Banker within PNC's Retail Branch organization, you will be...  ...Federal Deposit Insurance Act (FDIA) and, for any registered...  ...Licensing Act of 2008 (SAFE Act) and/or the Financial Industry... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group, Inc.

    Washington DC
    2 days ago
  •  ...As an Associate Relationship Banker in a Chase Branch, you will represent our...  ...branch assigned clients, 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 start
    Afternoon shift

    JPMorgan Chase & Co.

    Alexandria, VA
    2 days ago
  •  ...Roving Associate Personal Banker (SAFE) Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader...  ...Roving Associate Personal Banker (SAFE) to join our National Branch Network. In this front?line role, you will provide support across... 
    Work experience placement
    Flexible hours

    Wells Fargo

    Arlington, VA
    10 hours ago
  •  ...As an Associate Relationship Banker in a Chase Branch, you will represent our...  ...branch assigned clients, both in person and over the phone, to build...  ...Frank / Truth in Lending Act This position is subject to...  ...NMLS) registration under the SAFE Act of 2008. As such, upon active... 
    Immediate start
    Afternoon shift

    JPMorganChase

    Alexandria, VA
    3 days ago
  •  ...As an Associate Relationship Banker in a Chase Branch, you will represent our...  ...branch assigned clients, 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 start
    Afternoon shift

    JPMorgan Chase

    Alexandria, VA
    4 days ago
  • $21.68 - $36.13 per hour

    ## Universal Banker - Chevy Chase Circle Branch/ Washington DCApplyremote type: Onsite Positionlocations: Washington...  ...Money Laundering), BSA (Bank Secrecy Act) and KYC (Know Your Customer)...  ...registration requirements under the Federal SAFE Act.Complete other related duties as... 
    Hourly pay
    Local area

    M&T Bank Corporation

    Washington DC
    2 days ago
  •  ...Fairygodboss is seeking a Personal Banker to join their team in Falls Church, Virginia. In this role, you will drive customer loyalty and expand the branch customer base through proactive sales and tailored financial solutions. The ideal candidate will have over 3 years... 

    Fairygodboss

    Falls Church, VA
    15 hours ago
  •  ...PNC in Falls Church, Virginia, is seeking a Personal Banker who will be responsible for managing and deepening customer relationships through...  ...loyalty, enhancing customer experiences, and managing branch operations efficiently. PNC offers a wide range of employee benefits... 

    Fairygodboss

    Falls Church, VA
    15 hours ago
  • $45k

     ...pertaining to the Bank Secrecy Act. Identifies potential...  ...lists, referral sources, and personal contacts. Solicits business...  ...incoming referrals from assigned branches and surrounding territories....  ...Outside Loan Officers) ~ Sick and Safe Leave ~11 Paid Holidays ~... 
    Full time
    Temporary work
    Work at office
    Immediate start
    Remote work
    Flexible hours

    NASA Federal Credit Union

    Falls Church, VA
    1 day ago
  • Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act in Bethesda, Maryland. This role focuses on assisting in sales activities and building loyal customer relationships, contributing towards sales to individual consumer clients. Responsibilities include managing... 

    Citigroup Inc.

    Bethesda, MD
    4 days ago
  • Citi is seeking a Personal Banker SAFE Act in Washington, DC, responsible for assisting in sales and customer service activities. This entry-level position aims to foster customer relations and support sales growth for individual clients. The ideal candidate will have... 

    Citi

    Washington DC
    2 days ago
  • PNC is seeking a Personal Banker in Alexandria, Virginia. In this role, you will enhance the branch customer base by engaging in proactive sales and service activities. You will educate clients on PNC solutions tailored to their financial needs, manage customer interactions... 

    PNC

    Alexandria, VA
    4 days ago
  •  ...face of Chase to our retail branch customers. From a personal standpoint, you will have...  ...opportunities. As a Relationship Banker in Branch Banking, you will...  ...customer experience by acting with a customer‑first...  ...NMLS) registration under the SAFE Act of 2008. As such, upon... 
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Washington DC
    21 hours ago
  • $26 - $34 per hour

     ...Associate Personal Banker (SAFE) Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader we're...  ...seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with... 
    Work experience placement
    Flexible hours

    Wells Fargo

    Washington DC
    10 hours ago
  •  ...appointments conducted inside and outside of branch. Delivers a differentiated client...  ...with urgency, escalating where necessary. Acts as an advocate for clients and prospects...  ...closely with the Branch Manager and Business Banker to follow up on independent opportunities... 

    PNC Financial Services Group, Inc.

    Annandale, VA
    21 hours ago
  • $53.67k - $70.03k

    The Head Universal Banker is a leadership role responsible for providing...  ...guiding and supporting the branch team. This role not only...  ...ex: ATM, Online, Mobile, etc.) Act as a subject matter expert for...  ...sound ethical judgment regarding personal behavior, conduct and business... 
    Full time
    Flexible hours

    Citi

    Arlington, VA
    12 hours ago
  • $24.25 - $32.5 per hour

     ...Line of Business: Personal & Commercial Banking...  ...Description: The Retail Banker I is a customer liaison...  ...meet their needs * May act as a point of escalation...  ...Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102...  ...bank in North America by branches/stores. Every day, we... 
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank

    Alexandria, VA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Banker SAFE Act - Merrifield Branch. Be the first to apply!