Personal Banker SAFE Act - Plainedge Branch
$250kCitigroup Inc
Personal Banker SAFE Act - Plainedge BranchDiscover your future at CitiWorking at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.Job OverviewThe 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 productsBuild referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) ProgramAssist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customersDeliver 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 experienceProvide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referralsRecognize 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 solutionsUnderstand and comply with Citibank policies, standards and proceduresAppropriately 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.Qualifications0-2 years of relevant experiencePrevious banking, retail, or sales experience preferredKnowledge of Smart Banking tools and technologiesNMLS registration; Safe Act compliantConsistently demonstrates clear and concise written and verbal communication skillsEducationBachelor's Degree/University degree or equivalent experienceThis job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
$250k
...Personal Banker SAFE ActThe Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service... ...remarkable client experienceProvide Tellers and other branch staff with coaching and guidance on products and...SuggestedFull time- Citi in Hicksville, NY is hiring a Personal Banker under the SAFE Act. This entry-level role supports sales, products, and customer service activities... ...consumer client sales. You'll work with tellers and branch staff, cross-sell banking products, handle client inquiries...SuggestedBank staff
- ...coordinate referrals to internal teams while building strong client relationships. The role emphasizes licensing, regulatory compliance (SAFE Act), and servicing a diverse client base through a consultative approach. This position requires strong communication and...Suggested
- ...apply for the Relationship Banker - Copiague, NY role at JPMorganChase... ...of Chase to our retail branch customers. From a personal standpoint, you will have... ...customer experience by acting with a customer-first attitude... ...) registration under the SAFE Act of 2008. As such, upon...Suggested16 hoursFull timeImmediate startAfternoon shift
- ...Relationship Banker, Long Island Central, NY Area Commack, New York;Northport, New York;... ...work ethic and intense focus on results, acting in the best interest of the client - Collaborates... ...of America premises and to provide a safe work environment. Bank of America is...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$28.85 per hour
...What You’ll Do The Member Value Personal Banker contributes to the success of the branch by identifying and executing on ways to deepen and grow member relationships... .... Complies with all aspects of Bank Secrecy Act, Anti-Money Laundering, Office of Foreign Asset...Hourly payWork at officeFlexible hoursNight shift$20.53 - $34.23 per hour
...experts, and more than 200 consumer branches and commercial banking offices... ...as well. The Relationship Banker is responsible for driving... ...pay rate will depend on the person's qualifications and experience... ...Employee Polygraph Protection Act Right to Work/E-Verify Family...Full timePart time- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled...Work experience placementFlexible hours
- ...reimbursement The Universal Banker (UB) acts as a full service, single... ...and Teller, providing branch leadership with the ability to... ...opening and closing of vault, safe, and ATM machine and ensure the... ...provide equal opportunity to all persons. The Bank prides itself in...Bank staffWork at officeImmediate startRelocation packageWeekend work
- ...Universal BankerThe Head Universal Banker is a leadership role... ...while guiding and supporting the branch team. This role not only executes... ...ex: ATM, Online, Mobile, etc.)Act as a subject matter expert for... ...ethical judgment regarding personal behavior, conduct and business...Flexible hours
$35.25k
...Santander Bank, N.A. The Relationship Banker 2 role will provide services for Banking Center... ...bank policies and procedures. Meet/exceed branch audits and operations evaluation... ...offering coaching support to fellow bankers. Act as a role model and help onboard new bankers...Hourly payFull timeContract workWork experience placementFlexible hoursShift workWeekend work- ...audits and operational standards.Ensure compliance with Federal and State laws as well as bank policies and procedures. Meet/exceed branch evaluation requirements.Provide mentorship and guidance to colleagues to adhere to sales and service process by demonstrating...Hourly payFull timeContract workWork experience placementShift work
$25 - $26.77 per hour
...responsibilitiesRequired 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 clientCollaborates effectively to get things done, building and nurturing strong relationshipsDisplays...Hourly payWork at officeFlexible hoursWeekend workDay shift$35.25k
...Banking Center Relationship Banker 2 - Babylon Village, NY Country: United States of... ...bank policies and procedures. Meet/exceed branch audits and operations evaluation requirements... ...coaching support to fellow bankers. Act as a role model and help onboard new bankers...Hourly payFull timeContract workWork experience placementFlexible hoursShift workWeekend work- Citigroup Inc. in Albertson, NY seeks an entry-level Personal Banker SAFE Act to support sales, product and service activities alongside the customer service team. This role aims to foster customer loyalty and increase sales to individual consumer clients. The position...
- Chase is seeking a Relationship Banker in New York to represent our brand with hospitality, delivering thoughtful financial solutions and excellent service at the branch. You will acquire, manage, and retain client relationships, leveraging banking products and digital...
- ...Participate/oversee the sales referral process ensuring customer financial needs are met and assist management in coaching and mentoring branch staff. Perform all customers' transactions efficiently while leveraging technology to enhance service. Maintains and balances a...
- JPMorgan Chase & Co. is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality and expertise. You will acquire, manage, and retain client relationships, offering thoughtful financial solutions and leveraging Chase Mobile App and online...Weekend workAfternoon shift
$70k
...relationships with existing clients in Citi Personal Wealth Management and Retail bank... ...compliance norms Partner with all roles on branch team to ensure all clients have a positive... ...to consumers as required by applicable SAFE Act regulations and Citi policies and...Full timeWork at office$50.03k - $65.27k
...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,...Full time- ...inclusion. As a Relationship Banker in a Chase Branch, you will represent our... ...proactively meet with them, both in person and over the phone, to build... ...Dodd Frank/Truth in Lending Act This position is subject... ...) registration under the SAFE Act of 2008. As such, upon...Immediate startAfternoon shift
$25 per hour
...Salary: $25 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to... ...offering sound advice? If you’re a “people person” who enjoys building positive... ...with all requirements set forth in the SAFE Act, including, but not limited to...Hourly payLocal areaFlexible hoursAfternoon shift- ...expanding relationships with existing clients. Respond quickly and effectively on all new business referrals from Senior Management, the branch network or other areas of the bank.Develop network of external referral sources/centers of influence (COI's) in order to attract...
- ...role. Line of Business: Personal & Commercial Banking... ...Description: The Premier Banker is an experienced banker... ...to a client and to act as an experienced liaison... ...Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102... ...bank in North America by branches/stores. Every day, we...Work experience placementBank staffWork at officeLocal areaWork from homeFlexible hours
$95.55k - $195.25k
...requires US Tax professionals to co-locate in person 2 - 3 days per weekBachelor’s degree in... ...Business Analysis ProfessionalCertified SAFe Advanced Scrum MasterCertified SAFe AgilistCertified... ...Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring...Work at officeLocal areaVisa sponsorship$61k - $119k
...referral network, and providing a great client experienceBuild personalized, holistic financial plans tailored to every client's unique needsManage... ..., and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.Northwestern Mutual is the marketing name...Full timeContract workFor contractorsWork at office$32k
...potential members and credit union products. Partner with all roles on branch team to ensure all clients have a positive in-branch experience... ...adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating,...Base plus commissionHourly pay- ...FourLeaf Federal Credit Union is seeking a Member Value Personal Banker in New York to deepen member relationships and drive deposits and loans. The role emphasizes consultative needs discovery, proactive outreach, and collaboration with advisors to grow household relationships...Hourly pay
- ...Jovia Financial in Rockville Centre, NY is seeking a Part-Time Member Service Representative/Personal Banker. The role requires handling member transactions, promoting products, and delivering outstanding service in a community-focused credit union environment. Qualified...Part time
- ...Jovia Financial Credit Union seeks a Part-Time Member Service Representative/Personal Banker in Valley Stream, NY. Join our team to deliver outstanding member service, cross-sell appropriate products, and process transactions accurately while supporting the credit union...Part timeFlexible hours
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