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

Personal Banker

$250k

Citibank (Switzerland) AG

For additional information, please review .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 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:**Oakland California 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 . View Citi’s and the poster.* #J-18808-Ljbffr

Vacancy posted 10 hours ago
Similar jobs that could be interesting for youBased on the Personal Banker in Oakland, CA vacancy
  •  ...Fifth Third Bank in Alameda is looking for a Personal Banker I to enhance relationships with customers and provide tailored financial solutions. This role involves processing transactions and ensuring excellent customer service. The ideal candidate has a high school diploma... 
    Suggested

    Fifth Third

    Alameda, CA
    9 hours ago
  • $23 - $31 per hour

     ...list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Roving Associate Personal Banker (SAFE) to join our National Branch Network. In this front‑line role, you will provide support across multiple branch locations... 
    Suggested
    Work experience placement
    Flexible hours

    Wells Fargo

    Oakland, CA
    10 hours ago
  • $28.56 - $37.36 per hour

     ...Fremont Bank in Oakland is seeking a Sr. Relationship Banker to deliver world-class service. The role includes recommending products and services to clients and developing relationships to maximize expansion. Ideal candidates have 4+ years of banking experience, a strong... 
    Suggested
    Hourly pay

    Fremont Bank

    Oakland, CA
    10 hours ago
  • Bank of America is seeking a client-focused Teller to engage clients in the lobby and educate them on self-service options, including mobile banking, online banking, and ATM usage. You will accurately and efficiently process cash transactions while building relationships...
    Suggested
    Weekend work

    Bank of America

    Alameda, CA
    5 days ago
  • Bank of America is hiring for a client-facing role that involves engaging clients and assisting them with transactions through various self-service resources. The job entails accurately processing cash transactions and having in-depth conversations with clients to connect...
    Suggested
    Work at office
    Flexible hours

    Bank of America

    Oakland, CA
    4 days ago
  •  ...Citi is seeking a Personal Banker in San Francisco to assist in sales and service activities. This entry-level position focuses on building relationships with clients and offers opportunities for professional growth. The ideal candidate should have strong communication... 

    Citi

    San Francisco, CA
    5 days ago
  • $61.28k - $85.52k

     ...A major financial institution is seeking a Personal Banker in San Pablo, CA. This entry-level position focuses on executing sales and service activities while fostering customer relationships to increase sales. Candidates should have a Bachelor's degree and preferably... 

    Citibank (Switzerland) AG

    San Pablo, CA
    9 hours ago
  • $45.9k - $75.9k

     ...requirements for the lending process and established yield, quality, diversification, and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies... 
    Local area
    Immediate start
    Day shift

    Hispanic Alliance for Career Enhancement

    Berkeley, CA
    9 hours ago
  •  ...Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly new account... 

    TradeJobsWorkforce

    San Francisco, CA
    5 days ago
  •  ...Fifth Third Bank is seeking a Float Personal Banker in Aptos, California, who will excel in customer care and manage daily transactions. This role emphasizes providing excellent service, risk management, and effective communication while maintaining customer confidentiality... 
    Full time

    Fifth Third

    San Francisco, CA
    9 hours ago
  •  ...Citi is seeking an entry level Personal Banker SAFE Act in San Pablo, California. This role involves fostering relationships with clients, assisting in executing sales, and collaborating with the customer service team. Ideal candidates should have a Bachelor’s degree and... 

    Citi

    San Pablo, CA
    3 days ago
  • $45.9k - $75.9k

     ...requirements for the lending process and established yield, quality, diversification, and risk guidelines.Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies... 
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    Bank of Montreal

    Berkeley, CA
    10 hours ago
  • $37 - $65.5 per hour

     ...About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch...  ...coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed... 
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Berkeley, CA
    10 hours ago
  •  ...Citigroup Inc. in San Francisco, CA is hiring an entry-level Personal Banker SAFE Act to assist in sales and service activities with the customer service team. The role focuses on fostering customer relations, increasing sales to consumer clients, and supporting small... 

    Citigroup Inc

    San Francisco, CA
    2 days ago
  • $43.68k - $69.9k

     ...openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always...  ...screens. Travel will be required. Float Personal Banker I- Hayward Total Base Pay Range 43,680.00 - 69,900.00 USD Annual... 
    Work at office

    Fifth Third Bank, N.A.

    Hayward, CA
    3 days ago
  • An energy research firm is seeking an Analyst fluent in Japanese and English to enhance clients’ decision-making during the energy transition. The role is focused on developing rigorous quantitative analyses, engaging with clients, and contributing to product development...

    Aurora Energy Research Limited

    Oakland, CA
    3 days ago
  • $200k - $300k

     ...Full timeposted on: Posted Todayjob requisition id: 26967523The Banker SAFE Act is a strategic professional who closely follows latest...  ...strong commitment to team success and place team goals above personal achievement.* Encourage team members to work together to deepen... 
    Full time

    Citibank (Switzerland) AG

    San Francisco, CA
    3 hours ago
  • $250k

     ...Demonstrate strong commitment to team success and place team goals above personal achievement. Encourage team members to work together to...  ...Group Private Client Coverage Job Family Private Banker Time Type Full time Primary Location San Francisco,... 
    Full time

    Citi

    San Francisco, CA
    3 hours ago
  • $250k

    ## Managing Director, Private Banker, Downtown San FranciscoApplylocations: San Francisco California United Statestime type: Full timeposted...  ...strong commitment to team success and place team goals above personal achievement.* Work collaboratively with the GMM and other Team... 
    Full time

    Citibank (Switzerland) AG

    San Francisco, CA
    4 days ago
  • Responsibilities Engaging clients in the lobby to educate and assist with conducting transactions through self‑service resources, such as mobile banking, online banking, or ATM Accurately and efficiently processing cash transactions for clients as needed Having deep conversations...
    Weekend work

    Jobtailor

    San Francisco, CA
    3 days ago
  • $100k - $120k

    Fi is a rapidly growing startup focused on improving the lives of pets through real‑time technology. Strategic Finance Associate Fi is seeking a Strategic Finance Associate to provide strategic and analytical insights, support investor communications, and drive ROI-positive...
    Work at office
    Flexible hours

    Fi

    Emeryville, CA
    5 days ago
  •  ...Chase is looking for a Relationship Banker in San Francisco, California. This role requires a strong commitment to client satisfaction and involves using financial technology to enhance client experiences. The ideal candidate should have over a year of sales experience... 

    Koitecc Solutions

    San Francisco, CA
    2 days ago
  • $25 - $27.88 per hour

    Job Description This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self‑service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing...
    Hourly pay
    Work at office
    Shift work
    Weekend work
    Day shift

    Dormont Manufacturing Company

    San Francisco, CA
    14 days ago
  • $122.4k - $228k

     ...and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the... 
    Part time
    Local area
    Shift work

    Hispanic Alliance for Career Enhancement

    San Francisco, CA
    1 day ago
  • $122.4k - $228k

     ...and delivery of solutions that meet the client’s complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the... 
    Local area
    Shift work

    BMO U.S.

    San Francisco, CA
    5 days ago
  • $300k - $350k

     ...Base pay range $300,000.00/yr - $350,000.00/yr Position title: Private Bankers and Investment Counselors MD: $350K Director: $250K–$300K TOTAL COMP: $500K+++ Bonus : Discretionary, based on scorecard performance 1st year bonus guaranteed NOT a commission-based role, annual... 
    Full time
    Work at office

    Insight Global

    San Francisco, CA
    1 day ago
  •  ...Relationship Banker - San Francisco Financial Market San Francisco, California;San Francisco, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet all** **posting eligibility... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    San Francisco, CA
    10 hours ago
  • $110k - $160k

    A community bank is seeking a Relationship Manager in Commercial Banking to develop and manage client relationships. This role involves assessing credit worthiness, recommending products, and meeting established goals. Ideal candidates should possess a degree, operational...
    Full time

    Bank of San Francisco

    San Francisco, CA
    9 hours ago
  • $27 - $41 per hour

     ...us! About this role Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice...  ...warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes... 
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Lafayette, CA
    9 hours ago
  • $150k - $165k

     ...other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use... 
    Temporary work
    Work experience placement
    Local area

    JPMorgan Chase Bank, N.A.

    San Francisco, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Banker. Be the first to apply!