Personal Banker SAFE Act Job at Citi (San Gabriel)

Personal Banker Safe Act

The Personal Banker SAFE Act is an entry level position responsible for the assi...

Location

United States , Bethesda

Salary:

58190.00 - 81210.00 USD / Year

Citi

Expiration Date

June 29, 2026

Requirements

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
Bachelor's Degree/University degree or equivalent experience

Job Responsibility

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 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

Personal Banker SAFE Act

The Personal Banker SAFE Act is an entry level position responsible for the assi...

Location

United States , Miami

Salary:

50600.00 - 70600.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

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
Bilingual English/Spanish Speaking Preferred
Bachelor's Degree/University degree or equivalent experience

Job Responsibility

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 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

Personal Banker SAFE Act

The Personal Banker SAFE Act is an entry level position responsible for the assi...

Location

United States , New York

Salary:

61280.00 - 85520.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

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
Bachelor's Degree/University degree or equivalent experience

Job Responsibility

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 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

New

Personal Banker SAFE Act - Manhattan Area

The Personal Banker SAFE Act is an entry level position responsible for the assi...

Location

United States , New York

Salary:

61280.00 - 85520.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

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

Job Responsibility

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 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

Personal Banker SAFE Act - Bethesda Row De Novo Branch

The Bethesda Row Branch is a part of Citi's De Novo branches which are newly ope...

Location

United States , Bethesda

Salary:

50600.00 - 70600.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

2-4 years of relevant experience
banking/finance, retail, or sales experience preferred
High school diploma or equivalent required
Bachelor's Degree preferred
Consistently demonstrates clear and concise written and verbal communication skills
Demonstrated ability to cultivate relationships and identify and execute on opportunities for growth
Excellent attention to detail
Strong integrity and professionalism
Proficient computer skills and banking technology skills
NMLS registration

Job Responsibility

Grow your assigned book of business by leveraging inbound and outbound interactions with new and existing clients to share the Citi value proposition, uncover stated and unstated client needs and transform service transactions into sales/referral opportunities
Deepen existing client relationships by investing time getting to know your clients, transforming these learnings into meaningful recommendations, and staying connected beyond the point of sale while delivering remarkable client experience
Represent Citibank as a brand ambassador, an expert on Citi's products and their benefits and an educator on digital innovations
Leverage phone, e-mail, and video channels to perform regular customer outreach including outbound sales, follow ups on pending recommendations and services, and proactive check-ins
maximize the effectiveness of these calls through appropriate planning and prioritization
Cultivate relationships with partners, including Small Business, Home Lending and Personal Wealth Management, enabling you to fulfill or provide appropriate referrals to meet client needs
Invest in personal development and provide peer mentoring as appropriate within the team
Digitally savvy
comfortable adopting new technologies, explaining digital tools to clients, and interacting with clients across multiple channels (both in-person and virtual)
Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products

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

New

Associate Personal Banker (SAFE)

Location

United States , Reno

Salary:

21.00 - 28.00 USD / Hour

Wells Fargo

Expiration Date

June 18, 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

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

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

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Citizens Banker

Citizens Bankers are the face of the branch. They devote their time getting to k...

Location

United States , Waterford; New London; Groton

Salary:

25.92 - 28.18 USD / Hour

Citizens Bank

Expiration Date

July 04, 2026

Requirements

High School degree or GED required
2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
Ability to effectively ask questions and identify needs to improve the customer relationship
Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
Demonstrated skills in using digital technology to support the delivery of business goals
Aptitude to problem solve and provide solutions to customer issues
Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
Self-motivated, confident and ability to multitask effectively
Ability to work branch hours, which can include weekends and evenings
Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS

Job Responsibility

Get to know customers and build lasting relationships by providing trusted advice
Use strong communication and problem-solving skills to provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs
Get to know customers’ personal financial goals and recommend tailored solutions to help achieve them
Introduce customers to digital and mobile-first ways to handle banking transactions
Collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs
Make outbound calls to acquire new customers and schedule financial checkup appointments
Follow all financial policies and procedures, including proper cash handling, state and local laws and regulations

What we offer

8 hours of paid time off annually for volunteering, separate from regular PTO
Donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
Career opportunities, reward, and upskilling
Comprehensive health care coverage, including medical, dental and vision plans
401K with corporate match
Tuition assistance
Mental health and wellbeing programs
Discounts on student loan refinancing
Two weeks of 100% paid paternal leave (full-time colleagues who give birth are eligible for 16 weeks of paid leave)
Free counseling sessions

Fulltime

Citizens Banker

Citizens Bankers are the face of the branch. They devote their time getting to k...

Location

United States , Sturbridge

Salary:

24.69 - 26.84 USD / Hour

Citizens Bank

Expiration Date

Until further notice

Requirements

High School degree or GED required
2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
Ability to effectively ask questions and identify needs to improve the customer relationship
Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
Demonstrated skills in using digital technology to support the delivery of business goals
Aptitude to problem solve and provide solutions to customer issues
Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
Self-motivated, confident and ability to multitask effectively
Ability to work branch hours, which can include weekends and evenings
Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS

Job Responsibility

Get to know customers and build lasting relationships by providing trusted advice
Provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs
Get to know customers' personal financial goals and recommend tailored solutions to help achieve them
Introduce customers to digital and mobile-first ways to handle banking transactions
Collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs
Make outbound calls to acquire new customers and schedule financial checkup appointments
Follow all financial policies and procedures, including proper cash handling, state and local laws and regulations

What we offer

8 hours of paid time off annually for volunteering
Donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
Comprehensive health care coverage, including medical, dental and vision plans
401K with corporate match
Tuition assistance
Mental health and wellbeing programs
Discounts on student loan refinancing
Maternity/paternity leave
Flexible work arrangements
Education reimbursement

Fulltime

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Personal Banker SAFE Act

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