Personal Banker SAFE Act Job at Citi (Mission Viejo)

New

Personal Banker SAFE Act

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

Location

United States , San Jose

Salary:

61280.00 - 85520.00 USD / Year

Citi

Expiration Date

March 06, 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

!

Senior Business Banker

The Senior Business Banker (Sr. BB) is responsible for managing and retaining Ci...

Location

United States , River Forest

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 years banking experience, preferably 5+ years in Business Banking
Business and/or Commercial Credit training preferred
Exceptional consulting skills: ability to probe, listen, clarify, and present information to advance sales transactions, deepen relationships
Demonstrated analytical skills and ability to assimilate complex financial and company operating information
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.

Job Responsibility

Develop consistent sales cadence and interactive management of the existing portfolio clients with a focus on retention, credit quality and growth
Responsible for conducting the annual review process, which entails performing site visits, collecting financial documents, and collaborating with the Credit Risk department
Enhancing the overall effectiveness, productivity, and contribution of our bankers within the assigned Market by partnership development and leadership engagement
As the senior business banker, you will be engaged as a subject matter expert and support resource for complex credit inquiries in the assigned market
Achieve desired sales production and business scorecard metrics
Use sound judgment in qualifying potential customers/deals as well as recommending the right financial solutions/products for the customer
Develops credit structure and full credit packages where the total credit exposure is greater than $1MM and/or on specialty needs
Analyze market trends and market size by integrating analytical skills and knowledge of data analysis tools and methodologies
Maintain knowledge of industry and competitive landscape and provide timely insights and advice for uncovering and enhancing business opportunities
Ensure all KYC and AML as well as other compliance norms are strictly adhered to

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

Branch Small Business Banker

Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Sma...

Location

United States , Frisco

Salary:

31.73 - 48.08 USD / Hour

Wells Fargo

Expiration Date

March 30, 2026

Requirements

2+ years of branch small business banking 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.
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.
The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards.
A current credit report will be used to assess your financial responsibility and credit fitness.

Job Responsibility

Participate in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services.
Service business customers with their business needs in a branch environment
Carry out business banking focused functions over the phone
Present recommendations for resolving more complex situations
Provide information to colleagues, internal partners, and stakeholders, including customers
Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank
Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments
Participate in community organizations and build relationships with centers of influence
Create relationships with branch employees by making introductions to appropriate partners to help meet customers’ broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol
Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs-based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers

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

New

Payroll Clerk

Our team is seeking a detail-oriented and reliable Payroll Clerk for a long-term...

Location

United States , Fort Wayne

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Previous experience or coursework in payroll, accounting, or a similar administrative role preferred
Strong attention to detail and accuracy
Proficiency with Microsoft Excel and ability to learn payroll/timekeeping software
Excellent communication skills and ability to handle confidential information with professionalism
Strong organizational and time management skills to meet regular deadlines

Job Responsibility

Accurately input and review employee timecards and payroll data
Process weekly and biweekly payroll cycles in compliance with company policies and local/state regulations
Verify timesheet approvals, resolve discrepancies, and ensure all adjustments are recorded
Maintain and update payroll records, employee information, and tax withholdings
Assist with responding to payroll-related inquiries from employees and management
Prepare payroll reports and assist with audits as assigned
Help with organizing payroll documentation and filing systems
Support other accounting or finance projects as required

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

New

Operations Training Program Manager

The Operations Training Program Manager partners with the business and other lea...

Location

United States , West Valley City; Salt Lake City

Salary:

Not provided

OneMain Financial

Expiration Date

Until further notice

Requirements

HS Diploma or GED equivalent
Ability to obtain insurance licensing within 6 months of start date
3+ years of experience in Financial Services
Proficiency with Field Reporting, Microsoft PowerPoint, Excel, Word, and Power BI
Deep understanding of branch business practices and ability to apply insights to training outcomes
Ability to travel up to 25% including multiple overnights on occasion

Job Responsibility

Program/Project Management: Strategically identify and launch learning programs that meet the business needs through completing needs analysis, determining program strategy, and identify and collaborate with resources to develop programs
Develop, implement, and manage an effective user forum to build open communications to, from, and among our users
Manage day-to-day tasks and associated milestones within programs
Assess and monitor training programs for continuous improvement opportunities and providing continuous support to business/learners with the greatest ROI
Maintain programs in line with content management standards
Facilitation: Deliver instructor-led sessions, both live and virtual components of programs you manage and additional facilitation as necessary
Design: Partner with the business and instructional design teams to create learner centered programs that utilize a blended approach with emerging technology and support the business strategic objectives and cultural needs. Programs need to be flexible and scalable to meet the changing needs of the business
Measurement: Utilize all levels of evaluation and regularly seek customer feedback to assess learning effectiveness and customer satisfaction. Develop targets and metrics to measure the success of training programs and partner with Learning Metrics and Analytics team(s) to share results with Operations and facilitate ongoing improvements in key goals
Business Relationships: Develop strong customer relationships by responding to all customer requests and serve as the primary point of contact for program activities, status and problem resolution

What we offer

Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
Up to 4% matching 401(k)
Employee Stock Purchase Plan (10% share discount)
Tuition reimbursement
Paid time off (15 days’ vacation per year, prorated based on start date)
Paid sick leave as determined by state or local ordinance (prorated based on start date)
11 Paid holidays (4 floating holidays, prorated based on start date)
Paid volunteer time (3 days per year, prorated based on start date)
Paid time off for volunteer hours
Family back-up care

Fulltime

New

Medical Collections Specialist

A Hospital in Los Angeles is seeking a Medical Collections Specialist with exper...

Location

United States , Los Angeles

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2 years medical billing and medical insurance collections experience
Strong understanding of HMO and PPO
Must be successful with investigating, tracking, and resolving denied medical insurance claims

Job Responsibility

Investigating and resolving denied claims from various insurance providers
Reviewing credit balances and denials management
Conduct thorough and detailed review of patient bills, insurance benefits, and medical records to identify discrepancies and ensure proper billing
Follow up on outstanding claim denials and secure reimbursement where possible
Liaise with insurance companies, healthcare providers, and patients to rectify claims denials and resolve discrepancies
Responsible for identifying patterns and trends in claim denials and propose solutions for reducing denial rates
Submit appeals and reconsideration requests to insurance companies for denied claims

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan
free online training

New

Payroll Administrator

We are looking for a dedicated Payroll Administrator to join our team in Phoenix...

Location

United States , Phoenix

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 2–4 years of experience with Davis-Bacon certified payroll processes
Strong understanding of prevailing wage regulations and compliance standards
Proficiency in using certified payroll platforms and payroll systems like ADP Workforce Now, Paylocity, Paycor, QuickBooks, or Rippling
Experience in managing payroll for multi-state operations
Knowledge of HR practices or construction/public works payroll is preferred
Familiarity with job costing and project accounting processes
Bilingual proficiency in English and Spanish is a plus
Exceptional attention to detail and problem-solving skills

Job Responsibility

Process and manage full-cycle payroll for multi-state operations, ensuring accuracy and timeliness
Verify compliance with Davis-Bacon Act requirements and prevailing wage regulations
Utilize certified payroll platforms to prepare and submit reports as required by government agencies
Collaborate with HR and accounting teams to ensure seamless integration of payroll data
Handle payroll for 101–500 employees, maintaining data integrity and resolving discrepancies
Manage payroll systems such as ADP Workforce Now, Paylocity, Paycor, QuickBooks, or Rippling
Provide support for job costing and project accounting processes
Address employee inquiries regarding payroll-related matters with attention to detail and in a timely manner
Maintain accurate records and documentation in compliance with legal standards
Assist with payroll audits and reporting requirements as needed

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

New

Mechatronics & Robotics Technician

As a Mechatronics & Robotics Technician, you will use your skills to support the...

Location

United States , Palatine

Salary:

60320.00 - 61547.20 USD / Year

JLL

Expiration Date

Until further notice

Requirements

High school diploma or equivalent
Ability to work flexible schedules/shifts/areas, including weekends, nights and/or holidays
2+ years of experience in the repair of material handling equipment
2+ years of experience conducting predictive and preventative maintenance procedures
Repetitive bending, crouching, kneeling, reaching, twisting, sitting, standing, and walking
Lifting parts and tools weighing on average 20 pounds, occasionally weighing up to 49 pounds
Dexterity in eye/hand coordination, feet (foot pedals) manual (picking, pinching, holding, grasping), and wrist motion (repetitive flexion/rotation)
Working conditions may include small spaces, dust, fumes/odors, hot/cold temperatures, inside/outside noise, vibration, standing on concrete for long hours and wet or uneven surfaces
Standing/walking on concrete surfaces for 10+ hour shifts
Working at heights

Job Responsibility

Promote a safe working environment by following all safety procedures
Complete preventative maintenance routines with proper documentation
Troubleshoot electrical and mechanical problems related to all Material Handling Equipment (MHE) which includes belts, motors, photo-eyes, relays, and more
Maintain a positive working relationship across all the Operations facility
Track and store department inventory
Move up to 49lbs as well as stand and walk during shifts lasting up to 12 hours
Possible travel up to 20% at a minimum

What we offer

401(k) plan with matching company contributions
Comprehensive Medical, Dental & Vision Care
Paid parental leave at 100% of salary
Paid Time Off and Company Holidays
Early access to earned wages through Daily Pay

Fulltime

Personal Banker SAFE Act

Citi

Location:
United States , Mission Viejo

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 28, 2026

Expiration:
March 06, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

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Personal Banker SAFE Act

Citi

Location:United States , Mission Viejo

Category:Banking

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:February 28, 2026

Expiration:March 06, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Personal Banker SAFE Act

Personal Banker SAFE Act

Senior Business Banker

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Payroll Clerk

Operations Training Program Manager

Medical Collections Specialist

Payroll Administrator

Mechatronics & Robotics Technician

Location:
United States , Mission Viejo

Category:
Banking

Contract Type:
Not provided

Job Posted:
February 28, 2026

Expiration:
March 06, 2026