Associate Personal Banker Job at Wells Fargo (Alexandria)

New

Associate Personal Banker

Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Bran...

Location

United States , Palmetto

Salary:

Not provided

Wells Fargo

Expiration Date

February 27, 2026

Requirements

6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Bilingual speaking and listening proficiency in Spanish AND English

Job Responsibility

Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgement within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and 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 include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

What we offer

robust benefits
competitive compensation
programs designed to help you find work-life balance and well-being

Fulltime

New

Associate Personal Banker

Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Bran...

Location

United States , Daytona Beach

Salary:

Not provided

Wells Fargo

Expiration Date

February 03, 2026

Requirements

6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
This position requires SAFE registration at the time of employment
Ability to take and pass language assessment
Ability to work a schedule that may include most Saturdays

Job Responsibility

Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgement within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed

What we offer

robust benefits
competitive compensation
programs designed to help you find work-life balance and well-being

Fulltime

Associate Banker Senior - Private Bank

The Associate Banker Senior is a seasoned professional role. Applies in-depth di...

Location

Mexico , Ciudad De Mexico

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience
Knowledge of investments is required
banking and credit products desirable
Ability to manage relationships both internal and external
Ability to multi-task
Fluent in english
AMIB3
Bachelor's/University degree or equivalent experience

Job Responsibility

Provide complete service support to client, including solving complex client inquiries
Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.
Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
Assist the Banker in deepening the existing client relationship through deep-dive analysis
Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments
Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated
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.

Fulltime

New

Client Manager

Citi Corporate Bank serves as the conduit of Citi’s full product suite to client...

Location

Hong Kong , Hong Kong

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience with priority given to candidates with Coverage experience
MBA or Master's Degree in Business preferred
Cantonese and Mandarin speaker preferred
Proven and progressive related lending/credit experience or equivalent product experience
Demonstrated credit skills, including a background in credit
Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products preferred
Comprehensive knowledge of Corporate Banking business including related products, pertinent regulations and the lending and credit approval process
Consistently demonstrate clear and concise written and verbal communication
Demonstrated planning, negotiation, organizational and analytical skills
Bachelor's degree/University degree or equivalent experience

Job Responsibility

Work closely with senior bankers to provide overall relationship management support
Provide a wide range of treasury and corporate finance solutions, including day-to-day cash management, trade, vendor finance, foreign exchange, loans, debt capital markets (fixed income and bank), share repurchase, and interest rate and equity derivatives
Support bankers in cross-selling Citi’s full spectrum of products and services to generate revenue by identifying and responding to customers’ financial, advisory, transactional needs
Conduct marketing and execution activities in coordination with Bankers, Relationship Analysts and Associates, Citi’s international offices and product/investment banking partners
Responsible for developing an understanding of all credit, transactional and franchise risks in coordination with senior coverage officers to facilitate deal execution and risk mitigation processes, including the preparation of credit approvals, obtaining Capital and Risk approvals, and supervising transaction return calculations
Evaluate public filings, research reports, operations, business plans and financial forecasts to produce strategic and financial analyses
Continuously stay informed of best practices and market and industry trends
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.

Fulltime

Cash Management Sales Officer

The Cash Management Sales Officer is a developing professional role. Deals with ...

Location

Mexico , Zapopan

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-5 years commercial banking or relevant experience
Bachelors/University degree or equivalent experience

Job Responsibility

Provide direct sales support to Treasury Consultants in covered markets
Places focus on revenue generating activities associated with the sale of Treasury Products and Services
Prepares proposals and pricing analysis, assist with RFPs and presentations, coordinate credit approvals and exception pricing, coordinate data input for tracking pipeline and activity
Establishes and maintains relationships with Treasury Consultants and Bankers that are directly supported
Provides coverage on product sales related inquiries from Treasury Sales, Bankers, other internal partners and clients
Joins Treasury Consultant on in person sales calls or conference calls when appropriate
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

Fulltime

Cash Management Sales Officer

The Cash Management Sales Officer is a developing professional role that integra...

Location

Mexico , Cuernavaca

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-5 years commercial banking or relevant experience
Bachelors/University degree or equivalent experience
experience in atención a clientes de Gobierno e Instituciones
experience in venta de soluciones de Tesorería cobranza y pagos

Job Responsibility

Provide direct sales support to Treasury Consultants in covered markets
focus on revenue generating activities associated with the sale of Treasury Products and Services
prepare proposals and pricing analysis
assist with RFPs and presentations
coordinate credit approvals and exception pricing
coordinate data input for tracking pipeline and activity
establish and maintain relationships with Treasury Consultants and Bankers that are directly supported
provide coverage on product sales related inquiries from Treasury Sales, Bankers, other internal partners and clients
join Treasury Consultant on in person sales calls or conference calls when appropriate
assess risk when business decisions are made, demonstrating consideration for compliance with applicable laws, rules, and regulations

Fulltime

New

Registered Client Service Associate

The Licensed Client Service Associate is a developing professional role which in...

Location

United States , Chicago

Salary:

69130.00 - 96470.00 USD / Year

Citi

Expiration Date

February 04, 2026

Requirements

2-5 years relevant experience
Ability to manage multiple concurrent deadlines with strong organizational and time management skills per the needs of banker teams and clients
Ability to problem solve and analyze data with demonstration of attention to detail
Strong verbal and written communication skills
Client facing experience
strong background and interest in the fields of operations and compliance
previous sales referral experience
Knowledge of investments, banking, and credit products
US: Licenses: Series 7/63 or 7/66 or willing to acquire in 150 days
Bachelor's/University degree or equivalent experience

Job Responsibility

Deliver wealth management services to clients with guidance from the Banker teams
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

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

!

Product Control Intermediate Analyst

Citi Finance is responsible for the firm’s financial management and related cont...

Location

Philippines , City of Taguig

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

At least 3-5 years of relevant professional experience
A university or college degree in Finance/Accounting is an advantage but not a must
Good command of spoken and written English
Confident analytical and communication skills
Strong Microsoft Excel skills
Knowledge of or demonstrated interest in financial markets and products
Audit background relevant to finance is an advantage
Have obtained CPA certification is an advantage

Job Responsibility

Be responsible for the end-to-end banking controller process, including daily P&L preparation and related activities: reconciliations, review and analyze new trades, associated risks and the P&L generated, also understand and analyze the P&L coming from market moves on the existing books, fees and other revenue items
Work closely with various areas of the Finance department, liaising with the Front Office, Business Unit Managers, Bankers / Relationship managers, Risk Management, Operations, Middle Office and IT teams
Use effective escalation to ensure issues are highlighted in a timely manner
Support standardization efforts and work on strategic as well as ad-hoc projects to improve Citi’s finance system infrastructure and to implement process improvement ideas
Develop an enquiring and questioning mind-set
Exploit a collaborative and motivating attitude to join forces with colleagues for excellent results
Benefit from your organized personality, attention to details and independent working style
Use your experience and knowledge to drive and contribute to outstanding team performance
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

What we offer

Unique opportunity to gain strong technical knowledge of a full range of investment banking products
Opportunity to participate in process reengineering and digitization
Flexible work arrangements in an organization that acknowledges work - life balance
Career management and mentoring by senior colleagues and leaders globally
Opportunity for participation in managerial development initiatives
Inclusive and friendly corporate culture where gender diversity and equality is widely recognized
A socially active team and communities with diverse networking opportunities
A supportive workplace for professionals returning to the office from childcare leave
Competitive compensation package

Fulltime

Associate Personal Banker

Wells Fargo

Location:
United States , Alexandria

Category:
Banking

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
February 02, 2026

Expiration:
February 15, 2026

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Location:United States , Alexandria

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Contract Type:Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:February 02, 2026

Expiration:February 15, 2026

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Contract Type:
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Job Posted:
February 02, 2026

Expiration:
February 15, 2026