Personal Banker
$250kCitibank (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
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$45.9k - $75.9k
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...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 workWork experience placementImmediate start- ...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...
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...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$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$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- 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
$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 officeFlexible hours- ...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...
$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 payWork at officeShift workWeekend workDay shift$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 timeLocal areaShift work$122.4k - $228k
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...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 timeWork at office- ...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 officeFlexible hoursShift workWeekend workDay shift
$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$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 workWork experience placementImmediate start$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 workWork experience placementLocal area
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