Personal Banker SAFE Act - Maryland/Capitol area
$250kCitigroup Inc.
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. Primary Location Gaithersburg Maryland United States Salary $58,190.00 - $81,210.00 Benefits In 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. 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 Citigroup Inc.
- ...Development Program - Financial Advisor: Greater Maryland Market North Bethesda, Maryland;... ...pursue the life they envision through a personal relationship with their advisory team... ...Trading This position is subject to SAFE Act registration requirements. Pursuant to the...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift
$49.5k - $82.5k
...contribute to the company’s success. As a Personal Banker within PNC's Retail Branch organization,... ...19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the... ...Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry...SuggestedFull timeTemporary workPart timeWork experience placementWork at office- ...Citi is seeking an entry-level Personal Banker SAFE Act in Gaithersburg, MD. The role supports sales and service activities in collaboration with the customer service team to foster client loyalty and grow sales to individual consumers. Responsibilities include assisting...Suggested
$23.84 - $39.74 per hour
...meeting and maintaining registration requirements under the Federal SAFE Act Scope of Responsibilities The position is the focal point... ..., and experience will inform their specific compensation. Location Germantown, Maryland, United States of America M&T BankSuggestedHourly payPart time- ...inclusion. As a Private Client Banker in a Chase Branch, you will... ...communication skills, both in person and over the phone, with... ...Dodd Frank/Truth in Lending Act This position is subject to... ...(NMLS) registration under the SAFE Act of 2008. As such, upon active...SuggestedImmediate startAfternoon shift
$49.5k - $82.5k
...Personal BankerAt PNC, our people are our greatest differentiator and... ...company's success. As a Personal Banker within PNC's Retail Branch... ...the Federal Deposit Insurance Act (FDIA) and, for any registered... ...Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial...Full timeTemporary workPart timeWork experience placementWork at officeShift work$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 placementFlexible hoursDay shift$45.76k - $59.5k
...client service experience both in person and on the phone through the... ...conversations and acting upon or referring more complex... ...Microsoft Office 6. Must be SAFE (Mortgage Licensing Act) compliant... ...and procedures Relationship Banker ~ The annual base salary for...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift- ...Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series... ...resources throughout your career journey.This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act...Full timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$28.85 - $33.65 per hour
...licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations...Hourly payFull timeTemporary workWork at officeFlexible hoursDay shift- ...Citigroup Inc. in Gaithersburg, MD is seeking an entry-level Personal Banker to assist with sales and service activities in coordination with the customer service team, aiming to foster customer loyalty and grow the client base. Responsibilities include handling small...
$100k
...to analyze plan data, identify trends and areas for improvement, and translate insights... ...describe the level of work required of the person performing in the role and is not a... ...the receipt of an unsolicited resume.SummaryLocation: Bethesda, Maryland, USType: Full timeFull timeContract work$98k - $163k
...site at client or Guidehouse offices in the Washington, DC Metro Area, depending on client needs.Responsibilities:Support financial... ...Long-Term DisabilityStudent Loan PayDownTuition Reimbursement, Personal Development & Learning OpportunitiesSkills Development & CertificationsEmployee...Full timeWork at officeFlexible hours- ...initiating appropriate referrals to specialists, acting on deepening client relationships... ...by effectively managing client flow (in-person and phone), serving as the first point of... ...Standing Frequent Walking Frequent Moving safely in confined spaces Occasional Lifting/...Work at officeFlexible hoursAfternoon shift
$20.09 - $33.48 per hour
...through Teams, phone calls, emails and in person to discuss fiscal responsibility and other... ...notice of required overtime. Keep work area and records in a neat and orderly manner. Maintain all company equipment in a safe and working order. Adhere to all...Immediate startRemote workMonday to FridayShift workWeekend work$1,000 per month
...diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible... ...and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and...Full timeFor contractorsInternshipLocal areaFlexible hours- ...Job Description Job Description Location: Rockville, Maryland - hybrid Full Time – W2 Role may be Jr or Senior depending on experience Salary range: $75,000 to 97,000 per hour depending on experience TPGI CPA is a full-service Finance and Accounting...Hourly payFull time
- ...North America Support Center in Bethesda, Maryland Purpose: The Director, Risk Management... ...Fosters productive relationships and acts as a resource for critical incident crisis... ...degree in a program related to the functional area can count for 2 of the eight-year...Contract workLocal area
- ...deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness , act with integrity , and are driven to help our clients succeed . We value those who embrace creativity, continuous improvement, and...Work at officeWork from home
$75k
...financial planning experts guide you in creating personalized solutions on behalf of you and your... ...19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the... ...Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry...Full timeTemporary workPart timeWork experience placementWork at office$90k
...service by providing seamless, innovative personal banking services to depositors and... ...with rigor and fundamentals-based judgment, act with transparency, and uphold the highest... ...technology and service. By concentrating on areas where expertise matters and relationships...Work at officeRemote work- ...Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships...Work at officeFlexible hoursShift workWeekend workDay shift
- ...licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations...Temporary workWork at officeShift workDay shift
$70k
...The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth... ...improvement of processes and workflow for the area or function. Integrates subject matter... ...sound ethical judgment regarding personal behavior, conduct and business practices,...Full timeWork at office- ...licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations...Temporary workWork at officeFlexible hoursShift workDay shift
$1,000 per month
...collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...Full timeInternshipLocal areaFlexible hours$125.06k - $258.57k
...you to balance your work and personal life. At Black & Veatch, you own... ...big ideas knowing you are safe to be who you are and speak up... ...,010 - $218,790 State of Maryland: $142,920 - $238,680 State... ...Certifications related to area of expertise, where applicable...Full timePart timeWork experience placementWork at officeLocal areaRelocationVisa sponsorshipFlexible hours- Bank of America in the United States is seeking a client-focused teller professional to engage lobby clients, educate on self-service options, and efficiently process cash transactions. You will build relationships, identify solutions for clients, and connect them with...
$1,000 per month
...diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible... ...and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Your experience matters - and here, it's a foundation for building a meaningful, long-term career. What you'll do: As the personal coach to our Nation's military families, you will focus on financial plans that are constantly evolving to pursue short-term and...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
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