Personal Banker SAFE ACT - Dupont Circle Branch
$250kCiti Group
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, product 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 behaviour, 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. Job Family Group: Consumer Sales Job Family: Branch Sales Time Type: Full time Primary Location: Washington District Of Columbia United States Primary Location Full Time Salary Range: $58,190.00 - $81,210.00 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. 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: See the requirements listed above. Other Relevant Skills: For complementary skills, please see above and/or contact the recruiter. Anticipated Posting Close Date: Apr 09, 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 Citigroup Inc.
$250k
The Personal Banker SAFE Act is an entry-level position responsible for assisting in the execution of sales, product, or service activities in... ...delivering a remarkable client experience Provide tellers and other branch staff with coaching and guidance on products and special...SuggestedFull time$250k
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities... ...remarkable client experience Provide Tellers and other branch staff with coaching and guidance on products and special programs...SuggestedFull time$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...SuggestedHourly payLocal area$70k
Overview The Wealth Relationship Advisor SAFE Act role requires a seasoned professional to... ...strictly adhered to. Partner with all branch team roles to provide a positive in‑branch... .... Apply ethical judgment regarding personal and business conduct, and report control...SuggestedFull timeWork at office$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...SuggestedHourly pay- ...fulfilling the need or referring the client to the appropriate branch team members or specialist. Understand the importance of Integrated... ...to interact with clients and prospects Ability to master personal computer (PC) keyboard and software skills necessary for branch...Full timePart timeWork at officeNight shiftWeekend work
$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 work- Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act in Bethesda, Maryland. This role focuses on assisting in sales activities and building loyal customer relationships, contributing towards sales to individual consumer clients. Responsibilities include managing...
- 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...
- ...face of Chase to our retail branch customers. From a personal standpoint, you will have... ...opportunities. As a Relationship Banker in Branch Banking, you will... ...customer experience by acting with a customer‑first... ...NMLS) registration under the SAFE Act of 2008. As such, upon...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... ...Frank / Truth in Lending Act This position is subject to... ...NMLS) registration under the SAFE Act of 2008. As such, 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
$21.68 - $36.13 per hour
Pipeline Universal Banker - Northern Virginia Branches page is loaded## Pipeline Universal Banker - Northern Virginia... ...Money Laundering), BSA (Bank Secrecy Act) and KYC (Know Your Customer)... ...registration requirements under the Federal SAFE Act.Complete other related duties as...$46.6k - $60.8k
The Head Universal Banker is a leadership role responsible for providing... ...guiding and supporting the branch team. This role not only... ...ATM, Online, Mobile, etc.). Act as a subject‑matter expert for... ...sound ethical judgment regarding personal behavior, conduct and business...Full timeFlexible hours- ...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
- ...activities to include: scheduling, inventory and ordering, personnel evaluation, technical aspects and quality of work. # Acts as a point person for problem solving during hours of shift. # Accurately performs laboratory testing which may require the broad exercise...Full timeWork at officeMonday to FridayShift workNight shiftWeekend work
$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- PNC is seeking a Personal Banker in Alexandria, Virginia. In this role, you will enhance the branch customer base by engaging in proactive sales and service activities. You will educate clients on PNC solutions tailored to their financial needs, manage customer interactions...
$100k
...works with high-net‑worth clients in a Merrill branch with annual revenues of $100K-$5MM. The... ...residential mortgage loan originations, requiring SAFE Act registration. Responsibilities Learn how to provide tailored and personalized advice to clients through reviews and...Hourly payShift workDay shift- ...pertaining to the Bank Secrecy Act. Identifies potential clients... ...lists, referral sources, and personal contacts. Solicits business from... ...referrals from assigned branches and surrounding territories. Maintains... ...Loan Officers) Sick and Safe Leave 11 Paid Holidays Education...Full timeTemporary workPart timeWork at officeImmediate startFlexible hours
- ...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
- ## Retail Banker I (East of the River)Postulerremote... ...meet their needs* May act as a point of escalation... ...banking transaction into a personalized interaction, one... ...Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102... ...bank in North America by branches/stores. Every day, we strive...Temporary workWork at officeLocal areaWork from homeFlexible hours
$47.51k - $61.99k
## Part Time Universal Banker -(20 Hours) - Clarendon BranchApplylocations: 2879 CLARENDON... ...sales/service activities within the branch by participating in seminars, micromarketing... ...applying sound ethical judgment regarding personal behavior, conduct and business practices,...Hourly payFull timePart 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
- 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...
$20.43 - $32.31 per hour
...Relationship Banker Job Locations US-MD-Clinton Requisition... ...s Category Retail/Branch Banking - Maryland Position... ...sales goals. Advance personal knowledge of sales techniques... ...for reading, understanding and acting on the contents of all Company...Hourly payFull timeWork experience placementLocal areaWork visaFlexible hours- ...Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly new account...
$21.96 - $36.6 per hour
...Position Title: Senior Relationship Banker Business Unit: Retail Reports to:... ...incumbent is responsible for the execution of branch leads according to consumer bank standards... ...Detail-oriented Ability to use a personal computer and job-related software MS Word...Work at officeFlexible hoursShift work- ...Follows operational procedures to include security Relationship Bankers will make our promise of "Service Beyond Expectations" Begins... ...and be able to be cross-utilized based on the needs of the branch office Supervisory Responsibility This position has no...Work at office
- ...your future. Position Title: Relationship Banker Business Unit: Retail Reports to:... ...incumbent is responsible for the execution of branch leads at the direction of the Manager,... ...skills Detail-oriented Ability to use a personal computer and job-related software MS...Work at office
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