Personal Banker SAFE Act - Bethesda Branch
$250kCitibank (Switzerland) AG
- # Personal Banker SAFE Act - Bethesda BranchApplylocations: Bethesda Maryland United Statestime type: Full timeposted on: Posted Todaytime left to apply: End Date: June 29, 2026 (30 days left to apply)job requisition id: 26968125The 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:**Bethesda Maryland 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 Citibank (Switzerland) AG
Vacancy posted 5 hours ago
Similar jobs that could be interesting for youBased on the Personal Banker SAFE Act - Bethesda Branch in Bethesda, MD vacancy
$250k
The Bethesda Row Branch is a part of Citi's De Novo branches which are newly opened branch locations... ...is a unique environment and requires Personal Bankers to have in-depth sales experience,... ...consumers as required by applicable SAFE Act regulations and Citi policies and...SuggestedLocal area$70k
...Wealth Relationship Advisor SAFE Act is a seasoned professional role... ...* Partner with all roles on branch team to ensure all clients have... ...ethical judgment regarding personal behavior, conduct and business... ...-----**Primary Location:**MD-BETHESDA ROW--------------------------...SuggestedFull timeWork at office$70k
...Wealth Relationship Advisor SAFE Act role requires a seasoned professional... ...adhered to. Partner with all branch team roles to provide a... ...ethical judgment regarding personal and business conduct, and report... ...time Primary Location: MD‑BETHESDA ROW EEO Statement Citi is an...SuggestedFull timeWork at office- ...Head Universal Banker - Bethesda Row Branch Working at Citi is far more than just a job. A career with... ...channels (ex: ATM, Online, Mobile, etc.) Act as a subject matter expert for the... ...sound ethical judgment regarding personal behavior, conduct and business practices...SuggestedFlexible hours
$46.6k - $60.8k
The Head Universal Banker is a leadership role responsible... ...and supporting the branch team. This role not... ...Online, Mobile, etc.). Act as a subject‑matter expert... ...judgment regarding personal behavior, conduct and business... ...Primary Location MD‑BETHESDA ROW Primary Location...SuggestedFull timeFlexible hours$23.84 - $39.74 per hour
...needs to the appropriate team member/partner. Specializes in our branch customer experience through lobby management, servicing and... ...meeting and maintaining registration requirements under the Federal SAFE Act Scope of Responsibilities: The position is the focal...Hourly pay- 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...
$41.6k - $53.83k
The Universal Banker is an entry level position responsible for the... ...activities within the branch by participating in seminars,... ...sound ethical judgment regarding personal behavior, conduct and business... ...------- Primary Location: MD-BETHESDA ROW -------------------------...Full time- ...tailored to suit their financial needs. As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the... ...qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and...Part time
$60k - $75k
...with your customers, offering guidance and personalized planning, while helping extend the reach... ...the right balance. We offer training in-branch, regionally, nationally, and virtually to... ...the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1...Work at officeWork from homeFidelity Investments
Bethesda, MD15 hours ago- ...opportunity to learn and grow within our Branch Network at the ground floor. The first... ...strong client relationships Pursuant to SAFE Act requirements, all employees engaged in... ...committed to empowering our employees’ personal and professional success. Our purpose-...
Charles Schwab
Bethesda, MD4 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 workWork experience placement
- Citi is seeking a Personal Banker for the Bethesda Row Branch, which just opened as part of Citi's expansion. This role focuses on proactively acquiring and managing client relationships, delivering exceptional customer experiences, and driving business growth. The ideal...
$58.19k - $81.21k
Citibank (Switzerland) AG is seeking a Personal Banker for its Bethesda Branch. This entry-level role is responsible for assisting in sales and service activities, fostering customer relations, and increasing sales to individual clients. Key responsibilities include delivering...Full timeBank staff- ...actively partners with Atlantic Union Bank branches. Position Accountabilities Counsel... ...to Regulation Best Interest (Reg BI) and acts as a fiduciary for the client in all... ...arises. Annually develop and maintain a personal business plan that identifies revenue and...Bank staffWork at officeLocal area
Atlantic Union Bank
Bethesda, MD14 days ago - ...the company’s success. As a Personal Banker within PNC’s Retail Bank organization... ...Baileys Crossroads Retail Branch. Job Description Acquires and... ...Federal Deposit Insurance Act (FDIA) and, for any... ...Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry...Temporary workWork experience placementWork at office
- ...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. Upon active...Immediate startAfternoon shift
- ...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. Upon active...Immediate startAfternoon shift
- ...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 placementWork at officeImmediate start
$49.5k - $82.5k
...contribute to the company’s success. As a Personal Banker within PNC's Retail Branch organization, you will be based in... ...19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role,... ...for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry...Full timeTemporary workPart timeWork experience placementWork at officeShift work$21.68 - $36.13 per hour
...Overview: Specializes in our branch customer experience through sales, service and digital... ...Anti-Money Laundering), BSA (Bank Secrecy Act) and KYC (Know Your Customer) processes... ...registration requirements under the Federal SAFE Act. Complete other related duties as...Hourly payM&T Bank
Washington DC3 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 payLocal area$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 workWork at officeNight shiftWeekend workSunTrust Investment Services, Inc.
Arlington, VA15 hours ago$21.96 - $36.6 per hour
...Location: 7475 Wisconsin Ave. Bethesda, Maryland. 20814. Join our... ...Title: Senior Relationship Banker Business Unit: Retail... ...responsible for the execution of branch leads according to consumer... ...oriented Ability to use a personal computer and job-related software...Work at officeFlexible hoursShift workFirst National Bank of Pennsylvania
Bethesda, MD10 days ago- ...Senior Relationship Banker Responsible for providing an industry... ...service as well as individual and branch sales targets by offering... ...consultative conversations and acting upon or referring more complex... ...Microsoft Office 6. Must be SAFE (Mortgage Licensing Act) compliant...Temporary workWork at officeNight shiftWeekend work
SunTrust Investment Services, Inc.
Silver Spring, MD15 hours ago - Citibank (Switzerland) AG is seeking a Head Universal Banker for its Bethesda Row Branch. The role emphasizes exceptional service delivery, leadership, and mentoring of the branch team. You will drive sales and ensure compliance while maintaining a warm and welcoming environment...
- Citigroup Inc. is seeking a Head Universal Banker in Bethesda, Maryland. The role involves providing exceptional service delivery and leading the branch team to ensure high-quality customer experiences. Responsibilities include mentoring team members, executing transactions...Full time
- 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 is seeking an entry-level Personal Banker in Bethesda, Maryland to assist in sales and service activities. The role focuses on fostering relationships with clients to enhance loyalty and increase sales of services. Candidates should have a Bachelor's degree, relevant...
$49.5k - $82.5k
...opportunity to contribute to the company’s success. As a Personal Banker within PNC’s Retail Branch organization, you will be based in Olney, MD. Job... ...requirements of Section 19 of the Federal Deposit Insurance Act and, for any registered role, the Secure and Fair...Full timeTemporary workWork experience placementWork at officeShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker SAFE Act - Bethesda Branch. Be the first to apply!
