Personal Banker SAFE Act - Thornwood Brnach
$250kCitigroup Inc
Personal Banker Safe Act - Thornwood BranchDiscover 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 globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.Job OverviewThe 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 productsBuild referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) ProgramAssist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customersDeliver 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 experienceProvide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referralsRecognize 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 solutionsUnderstand and comply with Citibank policies, standards and proceduresAppropriately 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 experiencePrevious banking, retail, or sales experience preferredKnowledge of Smart Banking tools and technologiesNMLS registration; Safe Act compliantConsistently demonstrates clear and concise written and verbal communication skillsEducation: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.
$250k
...Personal Banker SAFE ActThe Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service... ...----------------------------------Primary Location:Thornwood New York United States-----------------------------...SuggestedFull time- Citi’s Personal Banker SAFE Act is an entry-level role within the Consumer Sales - Branch Sales family, located in Armonk, NY. You will assist in sales, product and service activities in coordination with the customer service team to foster loyalty and grow relationships...Suggested
- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline... ...sponsorship Posting Location(s): ~962 Broadway THORNWOOD, NY 10594 Pay Range Reflected is the base pay range...SuggestedWork experience placementFlexible hours
- ...Citigroup Inc. is hiring for an entry-level Personal Banker SAFE Act position in Scarsdale, NY. This role focuses on assisting with sales and customer service activities to foster client relationships and enhance loyalty. Successful candidates will help manage credit...Suggested
- Citi in Rye, NY 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 building client relationships and increasing sales while delivering an exceptional client experience. Responsibilities...Suggested
- Citigroup Inc. seeks an entry-level Personal Banker SAFE Act to assist in sales, products and services in coordination with the customer service team. The role aims to foster customer loyalty and increase sales to individual consumer clients from Citi branches. Responsibilities...
- Citigroup Inc. in Rye, New York is seeking an entry-level Personal Banker SAFE Act to assist in sales and service activities with the customer service team, building loyalty and increasing sales to individual consumer clients. Responsibilities include handling small business...
$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- ...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
$200k
...The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own... ...strong commitment to team success and place team goals above personal achievement. Encourage team members to work together to deepen...Full time- ...specific details for this role.Line of Business: Personal & Commercial BankingJob Description: This... ...Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition... ...Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its...Work at office
$25 - $32.69 per hour
Private Client Banker - Jefferson Valley Mall - Yorktown Heights, NY... ...Dodd Frank/Truth in Lending Act High school degree, GED, or foreign... ...(NMLS) registration under the SAFE Act of 2008. As such, upon... ...financial services, including personal banking, credit cards, mortgages...Immediate startAfternoon shift$116k - $216k
...serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB... ...Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing...Full timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- Citigroup Inc. in Chappaqua, NY is seeking an entry-level Personal Banker to support sales and service activities in coordination with the customer service team. The role focuses on building customer relationships, increasing loyalty, and growing the client base through...Bank staff
$80k - $90k
...Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.... ...ManagementTradingThis position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements...Interim roleWork at officeLocal areaImmediate startShift workDay shift$200k - $260k
...business opportunities that drive alpha for our clients and revenue for the firm. Key Responsibilities Strategic Advisory: Act as the lead relationship contact for a designated portfolio of Tier-1 and Tier-2 asset managers, maintaining deep engagement with C-...Work at officeShift work- ## Retail Banker I - Rye BrookPostulerremote type: Sur placelocations... ...that meet their needs* May act as a point of escalation for Customer... ...banking transaction into a personalized interaction, one Customer at a... ...Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq...Temporary workWork at officeLocal areaWork from homeFlexible hours
$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National... ...warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed...Temporary workWork experience placementImmediate start- ...maintain a knowledge base of all programs offered by WMCHealth network.Ability to forge relationships and collaborate with hospital personal and agencies resulting in positive patient outcomes.Additional tasks as they relate.Qualifications/Requirements:Experience: 1 year...
- ...role in the business development process, acting as a trusted advisor to Business... ...a range of financial services, including personal banking, credit cards, mortgages, auto financing... ...first in customer satisfaction. Our business bankers work in the Consumer Bank to provide...
$163k - $269k
..., digital economy that makes transactions safe, simple, smart, and accessible for everyone... ...plans.• Audit & Compliance Oversight:-Act as a trusted key liaison for internal audits... ...and, therefore, it is expected that every person working for, or on behalf of, Mastercard is...Full timePart timeWorldwideFlexible hours- Santander Way Santander is evolving from a global, high-impact brand into a technology-driven organization, and our people are at the heart of this journey. Together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage...Shift work
- Connecticut Institute for Communities, Inc. Description: CIFC Health a program of the Connecticut Institute For Communities, Inc., is seeking full-time compassionate, highly motivated and detail-oriented Financial / Certified Application Counselor(s) to join our...Hourly payFull timeWork at office
$130k
...in a collaborative, fee-only fiduciary environment? Altfest Personal Wealth Management — one of New York’s most respected independent... ...relationships grounded in trust, responsiveness, and thoughtful guidance Act as the quarterback across all aspects of clients’ financial...Work at officeRemote workFlexible hours- Chase is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality and cutting-edge financial technology. You will acquire, manage, and retain client relationships, using your financial knowledge to offer thoughtful banking solutions to address...Afternoon shift
- JPMorganChase is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality, build meaningful client relationships, and deliver thoughtful financial solutions. You will acquire, manage, and retain clients using your financial knowledge and...
- Valley National Bank in the New York metropolitan area is seeking a banking professional to grow existing customer relationships and acquire new ones through proactive sales, excellent service, and knowledgeable guidance on a full suite of products. You will conduct needs...
- JPMorganChase is seeking a Relationship Banker to deliver hospitality-driven service in a Chase Branch. You will represent the brand... ...banking solutions, and build lasting relationships through personalized attention. You will acquire, manage, and retain clients, promote...
- Bank of America seeks a client-focused specialist to engage customers in-branch, educate on self-service options, and process cash transactions with accuracy. You will build relationships, understand client financial priorities, and connect them with suitable solutions ...
- A leading financial services firm seeks a Private Client Banker in Yorktown Heights, NY. You will be the primary contact for affluent clients, managing their banking relationships and providing tailored financial advice. The ideal candidate has strong relationship management...
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