Personal Banker SAFE Act, Dublin Branch, Officer
$250kCitigroup
Personal Banker Safe Act, Dublin Branch, Officer
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 experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
CitigroupVacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Personal Banker SAFE Act, Dublin Branch, Officer in Dublin, CA vacancy
$24 - $27.6 per hour
...Place (1896) Address: 5186 Dublin Blvd, Dublin, CA 94568, United... ...company policies and help create a safe, secure, and enjoyable... ...Demonstrated ability to deliver personalized client service and build lasting... ...Francisco Fair Chance Ordinance, and the New York City Fair Chance Act.SuggestedHourly payFull timePart timeFlexible hoursShift workNight shiftWeekend workSephora
Dublin, CA18 hours ago$22.27 - $33.43 per hour
...RELATIONSHIP BANKER WHAT IS THE OPPORTUNITY? Responsible... ...to overall branch sales efforts, maintaining... ...WHAT WILL YOU DO? Acts as a champion for clients... ...meet their business or personal objectives. Manages... ...Licensing Act of 2008" (Safe Act) and must be registered...SuggestedHourly payRemote workCity National Bank
Pleasanton, CA4 days ago$50k - $100k
...customers. Works collaboratively within the branch and through various channels with BMO... ...guidelines. Makes credit recommendations for personal lending transactions, including home... ...the Bank's policies and procedures. Acts as a key member of a collaborative and versatile...SuggestedPart timeLocal areaImmediate startDay shiftBmo
Pleasanton, CA3 days ago- ...Retail Personal Banker I Make banking a Fifth Third better We connect great people to great... ...helpful demeanor and professionalism. Act with confidence by answering customer questions... .... Working Conditions: Normal office environment. Extending viewing of...SuggestedWork experience placementWork at office
$27.5 per hour
...Universal Banker Dublin, CA 94568 Overview Salary Range $27.50 - $27.50 Hourly Position... ...Credit Union products, services and branch operations with the primary responsibility... ...products and services Prepares personal sales/production reports on a weekly basis...SuggestedHourly payFull timeTemporary workWork experience placementLocal areaFlexible hoursProvident Credit Union
Dublin, CA1 day ago- ...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to... ...setting clear expectations, and taking personal ownership to convert qualified... ...Bollinger Canyon Rd. San Ramon, CA Dublin Hills: 4400 Tassajara Rd. Dublin, CA...Temporary workWork experience placementImmediate start
- ...lending program from the back office to front line staff. They are... ...III is expected to work in branches to improve the member experience... ...focuses on delivery of a personable member experience. They are expected... ...by the credit union. • Act as a supervisor in the...
KeyPoint Credit Union
Dublin, CA5 days ago $110k - $123k
...referral sources to grow their respective territory. Conducts in-person educational meetings and conversations with referral sources,... ...materials to present our specialty hospitals to referral sources. Acts as liaison by coordinating transmission of clinical and benefit...Full timeWork experience placementWork from homeScionHealth
San Leandro, CA2 days ago$70.31k - $80k
...Mechanics Banks proudly serves California, with branches reaching from the Imperial Valley to the... ...CA. Job Overview: A Wealth Advisor acts as a dedicated representative assigned to... ...literate with proficiency in Microsoft Office product suite, including Power Point and...Work at officeLocal areaLPL Financial
Danville, CA2 days ago- ...Description Job Description Job Summary: The Technical Officer serves as the senior technical leader of the organization and is... ...succeed when guided by basic, but true core values that are acted upon. These core values provide a sense of purpose and define the...For contractorsWork at office
Vizion Utility Partners
Pleasanton, CA3 days ago $335k
...Executive Vice President (EVP), Chief Lending Officer (CLO) is the senior executive responsible... ..., credit, operations, treasury, wealth, branch, marketing, and compliance partners to... ..., vacation, and sick time Free personal checking and savings accounts Home loan...Work at officeLocal areaFlexible hours- Relationship Banker A career in U.S. Bank branch banking means working in a dynamic team environment, having career advancement opportunities and making a real difference in customers' lives. US Bank
$24 - $30 per hour
...shared ambition to life and each person is unique in their potential.... ...partnerships with branch team members and partners to best... ...under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You... ...Adoption assistance ~ Sick and Safe Leave accruals of one hour for...Full timeContract workTemporary workLocal area- ...seeking a Financial Crime Advisory Consultant to join our team in Dublin, Dublin (IE-D), Ireland (IE). Summary of Role: In that... ...year in R&D. Whenever possible, we hire locally to NTT DATA offices or client sites. This ensures we can provide timely and effective...Work at officeRemote workFlexible hours
NTT DATA, Inc.
Dublin, CAmore than 2 months ago - ...Empathize With Others - Collaborate Without Limits - Share Joy Take Ownership - Focus on Value - Strive for More Create a Safe Space - Invite Challenge - Challenge for Better Focus on Consumers - Think Forward - Make Responsible Choices Main Areas of...Seasonal work
JT International S.A.
Danville, CAmore than 2 months ago $110k - $123k
...referral sources to grow their respective territory. Conducts in-person educational meetings and conversations with referral sources,... ...materials to present our specialty hospitals to referral sources. Acts as liaison by coordinating transmission of clinical and benefit...Work experience placementWork from home$70.3k - $73.98k
...Physicians, etc.). Position yourself as their banker of choice. Generate 1 SPF referral per... ...questions correctly during Audit/Branch Review. Ownership, Accountability and... ...travel, a valid driver's license as well as a personal vehicle to drive is required. PHYSICAL...Full timeWork experience placementWestamerica Bank
Pleasanton, CA18 hours ago- ...seeking a Hospice Sales Representative (Liaison) who shares our passion for providing dignified, compassionate end-of-life care. This person must have prior Hospice Sales experience. Bachelor's Degree preferred and at least two years of outside sales, preferably in...Local area
$2,500 per month
Gexpro Services Requirements: The Livermore Trade Compliance Specialist is responsible for supporting the Livermore site on any international transaction or potential import/export commercial opportunity and providing back up coverage for the business trade needs...Work experience placementGexpro Services
Livermore, CA2 days ago$45k - $75k
...customers. Works collaboratively within the branch and through various channels with BMO... ...customer’s relationship with BMO beyond personal banking. Welcomes and guides customers as... ...filing, opening and closing activities). Acts as a key member of a collaborative and versatile...Contract workPart timeLocal areaDay shiftBMO Financial
San Lorenzo, CA4 days ago$37 - $65.5 per hour
...us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network... ...warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed...Temporary workWork experience placementImmediate startWells Fargo
Livermore, CA4 days ago$175.53k - $222.56k
...the exact number of days required in the office and virtual work options may vary based on... ...Use of Laboratory Animals Animal Welfare Act regulations USG Policy for Stopping High-... ...where you are not permitted to have a personal and/or laboratory mobile device in your possession...Minimum wageFull timeFor contractorsWork at officeLocal areaRemote workWork from homeRelocation packageFlexible hours1 day per weekLLNL
Livermore, CA8 days ago$26 - $30 per hour
Job Description Job Description QA Associate – Livermore, CA Lobos Staffing is hiring a QA Associate for a temp-to-perm opportunity in Livermore, CA. Schedule: Monday–Friday, 7:00 AM–3:30 PM Pay: $26–$30/hour, DOE Must be available for overtime and occasional...Permanent employmentTemporary workMonday to FridayAlcon3Pl
Livermore, CA29 days ago$26.5 - $28.5 per hour
...Maintain accurate quality records and documentation. Support a safe, clean, and organized work environment. Requirements High... ...requirements, including, as applicable: The California Fair Chance Act Los Angeles City Fair Chance Ordinance Los Angeles County...Hourly payTemporary workLocal areaMonday to Friday- ...thoughtful and innovative solutions. Growth from within. We help to develop new skill-sets that would impact the shaping of your personal and professional growth. Work Culture. Our colleagues are some of the best in the industry; we are all here to help and support...Full timeRemote workFree visa
Crypto.com
Dublin, CA23 days ago - ...company with over 42,000 employees and have over 4,000 in the US and Canada alone! Make a difference, come join the team! Location: Dublin, CA What’s the role? Under direct supervision of the Manager of Complaint Handling, the QA Specialist is responsible for...
- ..., security, forensic, or other secure setting is desirable. Excellent written, verbal, and computer skills, including Microsoft Office applications, especially Excel. Experience with Six Sigma or LEAN process improvement methodologies is desirable. Licenses/Certifications...Full timeContract workWork at office
Wellpath
Dublin, CA16 days ago $60k - $80k
...assisted living communities, residential care facilities, physician offices, clinics, case managers, social workers, discharge planners,... ...with existing referral partners. • Conduct regular in-person visits to hospitals, SNFs, assisted living/RCFE communities, physician...Work at officeImmediate startMadrona Hospice Care Inc.
San Ramon, CA3 days ago- Work closely with on-site and corporate staff to ensure regulatory compliance with housing programs are met. Required to travel based on business need. Perform various audits and implement necessary solutions. Provide administrative support, includin Compliance Specialist...
Apartment Management Consultants
San Leandro, CA2 days ago - ...Your opportunity Schwab’s branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial... ...ideal wealth and long-term investment strategies for their personal situation. Desire to provide outstanding investor experience...
Charles Schwab
Pleasanton, CA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker SAFE Act, Dublin Branch, Officer. Be the first to apply!
