Personal Banker SAFE Act, Boynton Beach/West Boca Raton Area, Officer
$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. Location: Boynton Beach, Florida, United States. Salary Range: $50,600.00–$70,600.00. 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. 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.
$250k
The Personal Banker SAFE Act is an entry level position responsible for aiding the execution of sales, products or service activities in coordination... ...degree, or equivalent experience. Primary Location: Boca Raton, Florida, United States. Time Type: Full time. Salary...SuggestedFull time$50.6k - $70.6k
...Citibank (Switzerland) AG is looking for a Personal Banker SAFE Act in the Boca Raton area. This entry-level position involves assisting in sales and service activities, fostering customer relations, and executing strategies to grow small business clientele. Candidates...Suggested- Citigroup Inc. in Boynton Beach, FL, is seeking an entry-level Personal Banker SAFE Act role to assist in executing sales, products and services with the customer service team. The objective is to foster client relationships, build loyalty and help increase sales to individual...Suggested
- Citibank is seeking an entry-level Personal Banker SAFE Act in Boynton Beach, FL. This role supports sales and service activities with the customer service team, building loyalty and helping increase consumer client sales. Responsibilities include handling banking needs...Suggested
- ## Premier Banker- Boynton BeachPostulerremote... ...placelocations: Boynton Beach, Floridatime... ...with a personalized, connected experience... ...client and to act as an... ...collaboration to identify areas for... ...Licensing Act of 2008 (SAFE Act), 12 U.S.C.... ...Operating standard office equipment -...SuggestedTemporary workBank staffWork at office
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- ## Float Personal Banker Associate I - Delray Beach AreaApplylocations: Delray Beach, FLtime type: Full timeposted... ...helpful demeanor and professionalism.* Act with confidence by answering... ...position.WORKING CONDITIONS:* Normal office environment.* Extending viewing of computer...Work experience placementWork at office
$120k
Deputy BSA/AML Officer – To $120K – Boca Raton, FL – Job # 3618 Who We Are The Symicor... ...our recruiters are former bankers or accountants themselves!... ...role in the Boca Raton, FL area. The chosen candidate will... ...best practices. ~Serve as acting BSA/AML Officer in the Officer...Work at office- ...staffing agency is seeking a licensed junior home inspector in Boca Raton, FL. This full-time position involves conducting thorough examinations... .... This opportunity offers a pathway to build skills in a vital area of home inspection and compliance. #J-18808-Ljbffr...Full time
- ...inclusion. As a Relationship Banker in a Chase Branch, you will represent... ...meet with them, both in person and over the phone, to build... ...Dodd Frank / Truth in Lending Act This position is subject to the... ...(NMLS) registration under the SAFE Act of 2008. As such, upon active...Immediate startAfternoon shift
- ...the companys success. As a Personal Banker within PNC's Retail... ...0 South Federal Highway, Boynton Beach, Fl 33435. PNC is an in-office company that fosters a collaborative... ...Deposit Insurance Act (FDIA) and, for any registered... ...Licensing Act of 2008 (SAFE Act) and/or the Financial...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Financial Solutions Advisor - E. Palmetto Area Boca Raton, Florida To proceed with your... ...Bank of America is committed to an in-office culture with specific requirements for... ...trainings. This position is subject to SAFE Act registration requirements. Pursuant to...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to... ...with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent... ...and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment...Immediate startAfternoon shift
- ...suit their financial needs. Responsibilities Act as the main point of contact for a select... ...(Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect... ...and Registry (NMLS) registration under the SAFE Act of 2008. Upon active employment, you will...Afternoon shift
- Citibank (Switzerland) AG is hiring a Personal Banker SAFE Act in Boynton Beach, FL to support customer service and sales activities. The role focuses on building loyalty, cross-selling products, and delivering exceptional client experiences while adhering to Citi policies...
- West Palm Beach, FL, United States Job Description Financial Investment Professionals (FIPs) will support Private Wealth Advisors... ...pursue new client relationships. Responsibilities Act as the ‘Chief Investment Officer’ of the PWM team, exhibiting expertise across asset...
- ...with the City of Boca Raton! At the City of Boca... ...city in Palm Beach County, the City of... ...the Job: The Zoning Officer performs routine and... ...city boards. Acts as a staff liaison... ...identifying issues or areas needing correction... ..., email, or in person, and manage conflicting...For contractorsWork experience placementWork at officeLocal areaFlexible hoursAfternoon shift
- ## Personal BankerApplylocations: FL - Delray Beach (33444)time type: Full timeposted on... .... As a Personal Banker (Bilingual in Spanish... ...preferred.PNC is an in-office company that... ...Deposit Insurance Act (FDIA) and, for any... ...Licensing Act of 2008 (SAFE Act) and/or the Financial...Full timeTemporary workPart timeWork experience placementWork at office
- The Personal Banker SAFE Act role at Citi in Boca Raton, FL is an entry-level position supporting sales and service activities in coordination with the customer service team. It emphasizes building customer loyalty and increasing sales among individual consumer clients....
- Citi in Delray Beach, FL is seeking an entry-level Personal Banker under the SAFE Act to assist in sales and service activities in coordination with the customer service team. The role aims to foster customer relationships, increase loyalty, and drive sales to individual...
- JPMorganChase is seeking a Relationship Banker in Boynton Beach, Florida. In this role, you will lead in acquiring, managing, and retaining relationships with clients, providing tailored financial solutions and excellent service. You'll need at least a year of experience...
$250k
Citigroup Inc. in Delray Beach, FL, is seeking an entry-level Personal Banker under the SAFE Act to assist in sales, products and service activities with the customer service team. The role aims to foster client relationships, build loyalty, and help increase sales to individual...- Citigroup Inc. is seeking a Personal Banker SAFE Act in Boca Raton, Florida. This entry-level position is responsible for assisting in sales and service activities, targeting consumer clients, and fostering strong customer relationships. Key responsibilities include managing...
- ...homebuilder company is looking for a Mortgage Financing Advisor in West Palm Beach, FL. The role involves advising potential homebuyers on... ...mortgage lending and strong customer service skills. This is an office-based position requiring attendance five days a week and...Work at officeLocal area
- ...leading mortgage company seeks a Mortgage Financing Advisor in West Palm Beach, FL. This position involves providing financial guidance to... ...diploma is required, and a bachelor's degree is preferred. This in-office role offers a monthly auto allowance and opportunities for...Work at office
$139.7k - $232.9k
...Custom Credit, Investment Advisors and Trust Officers to assess client's current financial... ...registration requirements under the Federal SAFE Act.Complete other related duties as assigned... ...specific compensation.Location:Palm Beach, Florida, United States of AmericaSummaryLocation...Full timeTemporary workWork experience placement- ...communicator with families, partners, and team members. Valid driver's license and ability to travel across Stuart, Palm Beach and surrounding areas. We believe our employees are the heart of our success. In addition to career growth and the chance to make a real...
$85k
...application process. Temporary Portfolio Property Manager/ Boca/Broward/West Palm Temporary Management Boca Raton, FL, US 3 days ago Requisition ID: 4143 Salary: $85,... ...Yardi, Building Link, Avid, Smartweb and Microsoft Office Suite (required). Strong interpersonal and...Temporary workFor contractorsWork at officeLocal areaMonday to FridayFlexible hours
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