Associate Personal Banker Job at Wells Fargo (Palmetto)

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

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

Corporate Banking Associate

The Corporate Banking Associate is an intermediate level professional responsibl...

Location

China , Shanghai; Guangzhou

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience
MBA or Master's Degree in Business preferred
Strong credit skills, credit background and knowledge of Citi’s credit policies
Consistently demonstrates clear and concise written and verbal communication skills
Series 7 and 63 is a plus (not required)
Bachelor’s/University degree or equivalent experience

Job Responsibility

Partner with Senior Bankers to provide overall relationship management support
Assist with day to day cash management activities, trading initiatives, vendor finance, foreign exchange, loan activity, debt capital markets efforts, share repurchase and interest rate/equity derivatives
Support Bankers in cross-selling full spectrum of products and services by identifying customer needs to generate revenue
Responsible for evaluating public filings, research reports, operations, business plans, and financial forecasts to produce strategic and financial analyses
Responsible for staying abreast of market and industry trends, “best practices” and competitive landscape
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

European Head of Investment Counsellors

The Investment Counsellor Team Lead manages multiple teams of senior professiona...

Location

Luxembourg , Bertrange

Salary:

275000.00 - 450000.00 EUR / Year

Citi

Expiration Date

Until further notice

Requirements

15+ years of experience
Extensive experience in providing investment advice and solutions as well as managerial experience
CFA, MBA degree or other advance degree a plus
Demonstrable track record in managing a business P&L
Demonstrable track record in managing sales and service functions associated with a large and complex client-focused investment organization
Relevant qualifications and registrations for the country of employment
Bachelor's/University degree, Master's degree preferred
Demonstrable strong organizational skills, including the ability to clearly formulate, communicate and implement business and investment strategies
the capacity to effectively engage and influence business partners and navigate through a complex global organization
and the ability to attract, develop and retain talent

Job Responsibility

Responsible for the effective coordination, management and delivery of all aspects of the CPB Investments Business within the region, including CIM and Capital Markets as well as the core functions noted herein
Manage both direct and matrix reports across the Investments business to ensure the business meet financial targets as well as all internal and external standards and practices
Development and execution of the region’s broader business strategy, including client segmentation and coverage, product positioning and development, platform and process enhancement, content delivery, regulatory compliance, risk and control, revenue and expense management
Through continuous direct client interaction, solicit client feedback on CPB’s Investments business, and drive platform and product initiatives to maintain CPB’s pre-eminent relevance and stated goal as trusted advisor to all target market clients
Provide leadership as the “Face” of the Investments business to all clients in the region
Manages a large team of investment professionals including Investment Counsellors and Product Specialists
Works effectively across the region, in close partnership with the senior leadership team for Investments Solutions, the regional management team, Market Executives, Team Leaders, Private Bankers and other partners including Lending and Wealth Planning to build strong client relationships and deliver to them the best of the Citi platform to clients
Effectively recruit, develop, promote and retain talented professionals across the Europe investments organization
Effectively engage, leverage, and partner with Citi Markets, Wealth Markets, CIM and Alts to provide exceptional investment offerings to CPB clients
In accordance with goals set by the Citi Private Bank Regional Head and the Private Bank Global Head of Investments Solutions, deliver continued revenue growth through managing the cost to income ratio, proactively managing expenses and consolidating the business across the region, creating operational efficiencies and achieving agreed financial targets

Fulltime

Associate Personal Banker

Wells Fargo

Location:
United States , Palmetto

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
January 29, 2026

Expiration:
February 27, 2026

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Location:United States , Palmetto

Category:Banking

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:January 29, 2026

Expiration:February 27, 2026

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Contract Type:
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Job Posted:
January 29, 2026

Expiration:
February 27, 2026