Personal Banker SAFE ACT - Dupont Circle Branch
$250kCitigroup Inc.
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 Bethesda Row Branch is a part of Citi's De Novo branches which are newly opened branch... ...is a unique environment and requires Personal Bankers to have in-depth sales experience,... ...to consumers as required by applicable SAFE Act regulations and Citi policies and procedures...SuggestedLocal area$250k
...Personal Banker Safe Act - Potomac Branch Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your...Suggested- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth... ...adhered to. Partner with all roles on branch team to ensure all clients have a positive... ...sound ethical judgment regarding personal behavior, conduct and business practices...SuggestedWork at office
- ...Personal Banker At PNC, our people are our greatest differentiator and... ...Personal Banker within PNC's Retail Branch organization, you will be... ...Federal Deposit Insurance Act (FDIA) and, for any registered... ...Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Personal Banker At PNC, our people are our greatest differentiator and... ...workplace expectations and confirm branch hours and shift details for... ...Federal Deposit Insurance Act (FDIA) and, for any registered... ...Licensing Act of 2008 (SAFE Act) and/or the Financial Industry...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Bilingual Spanish Associate Personal Banker (SAFE) Wells Fargo is seeking a Bilingual Spanish Associate... ...Banker (SAFE) for our National Branch Network as part of the Consumer, Small... ...compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations....Work experience placementWork at officeImmediate start
$22 - $26 per hour
...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...Hourly payTemporary workWork at officeNight shiftWeekend work- ...efficient completion of client transactions; Educate clients on digital self-service solutions; Outbound client outreach and referral to branch team; Assist with Integrated Relationship Management (IRM) activities; Serve as secondary contact for new account openings and...
- ...Associate Relationship Banker At Chase, we are passionate... ...Banker in a Chase Branch, you will represent our... ...assigned clients, both in person and over the phone, to build... ...Frank/Truth in Lending Act This position is subject... ...registration under the SAFE Act of 2008. As such,...Immediate startAfternoon shift
- ...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
- ...their financial needs. As a Private Client Banker in Branch Banking, you are the main point of... ...Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign... ...Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment...Immediate startAfternoon shift
$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...$21.68 - $36.13 per hour
Overview Specializes in our branch customer experience through sales, service and digital engagement... ...Anti-Money Laundering), BSA (Bank Secrecy Act) and KYC (Know Your Customer) processes... ...requirements under the Federal SAFE Act. Complete other related duties as assigned...- ...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
$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 Perform customer servicing interactions. Adhere to...Hourly pay$23.84 - $39.74 per hour
Bilingual Spanish Relationship Banker- Annandale VA page is loaded## Bilingual Spanish Relationship... ...team member/partner. Specializes in our branch customer experience through lobby... ...requirements under the Federal SAFE Act* Perform customer servicing interactions....Hourly pay- 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...
- PNC Financial Services Group, Inc. is seeking a Personal Banker for its Washington DC branch. The role is focused on acquiring and deepening customer relationships through proactive engagement and solutions-based conversations. Candidates should have a strong background...
$46.8k - $74.75k
## Personal Banker - Georgetown F and MApplylocations: DC - Washington (20007)time type: Full timeposted on: Posted Todayjob requisition id... ...company’s success. As a Personal Banker within PNC's Retail Branch organization, you will be based in Washington DC, at the Georgetown...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...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
- ...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 ~ Must be SAFE (Mortgage Licensing Act) compliant...Temporary workWork at officeNight shiftWeekend work
$24.25 - $32.5 per hour
...Line of Business: Personal & Commercial Banking... ...Description: The Retail Banker I is a customer liaison... ...meet their needs * May act as a point of escalation... ...Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102... ...bank in North America by branches/stores. Every day, we...Work at officeLocal areaWork from homeFlexible hours$45k
...pertaining to the Bank Secrecy Act. Identifies potential... ...lists, referral sources, and personal contacts. Solicits business... ...incoming referrals from assigned branches and surrounding territories.... ...Outside Loan Officers) ~ Sick and Safe Leave ~11 Paid Holidays ~...Full timeTemporary workWork at officeImmediate startRemote workFlexible hours- ...services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may... ...compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment...Full timeWork experience placementWork at officeImmediate start
$47.51k - $61.99k
The Universal Banker is an entry level position responsible for the assistance in the execution... ...sales/service activities within the branch by participating in seminars,... ...applying sound ethical judgment regarding personal behavior, conduct and business practices,...- Overview The Universal Banker is an entry level position responsible for the assistance in... ...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
- The Universal Banker is an entry level position responsible for assisting in the execution... ...sales/service activities within the branch by participating in seminars, micromarketing... ...applying sound ethical judgment regarding personal behavior, conduct and business practices,...Part time
$22.84 - $29.8 per hour
The Universal Banker is an entry level position responsible for the assistance in the execution... ...sales/service activities within the branch by participating in seminars,... ...applying sound ethical judgment regarding personal behavior, conduct and business practices,...Hourly payFull timePart time- ...Senior Relationship Banker This position is primarily responsible for the execution of... ...incumbent is responsible for the execution of branch leads according to consumer bank... ...skills, Detail-oriented, Ability to use a personal computer and job-related software, MS Word...Work at officeShift work
$24 - $26.27 per hour
...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...Hourly payFlexible hoursShift workWeekend workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker SAFE ACT - Dupont Circle Branch. Be the first to apply!
- private banker Washington DC
- personal banker Washington DC
- personal injury paralegal Washington DC
- personal security Washington DC
- personal training Washington DC
- personal concierge Washington DC
- entry level personal training Washington DC
- attorney personal injury Washington DC
- personal caregiver Washington DC
- personal injury legal assistant Washington DC


