Personal Banker SAFE Act Job at Citi (San Jose)

New

Personal Banker SAFE Act

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

Location

United States , Mission Viejo

Salary:

58190.00 - 81210.00 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
discretionary and formulaic incentive and retention awards

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

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

New

Automotive Parts Interpreter

Assist our DIY & trade customers with technical product support and impart your ...

Location

Australia , North Parramatta

Salary:

Not provided

Alliance Automotive UK LV Ltd

Expiration Date

Until further notice

Requirements

Have a safety mindset & always strive to provide the safest work environment
Demonstrate automotive parts or mechanical experience
Be a passionate customer service expert with some sales experience
Be comfortable sharing knowledge
ability to communicate in a technical and non-technical manner
Be a natural problem solver who is solutions focused
Experienced using computers / computer programs
Be a proactive and driven team player, who can also work independently
Have a flexible availability and hold a valid driver’s licence (manual preferred)
Be available to work agreed schedule, but also have flexibility to work other days if requested

Job Responsibility

Provide technical support to trade & retail customers, using their expert automotive parts/mechanical knowledge
Build effective customer relationships
Use up-to-date product information & knowledge to problem-solve, and maximise sales
Are committed to providing genuine service, creating lasting impressions and moments that matter for customers
Enjoy working in a busy phone-based customer service role
Are safety aware, constantly striving to provide the safest work environment for themselves, teammates & customers
Lead trade sales
build the credibility of the store

What we offer

Attractive discounts across all GPC AP businesses’
Employee reward & recognition programs
Work-life balance
Ongoing training and career development
A safe and inclusive team environment
Employee Assistance Program
Parental leave top-up allowance
Paid volunteer leave

Fulltime

New

Payroll Specialist

We are looking for a skilled Payroll Specialist to join our team in Whitmore Lak...

Location

United States , Whitmore Lake

Salary:

28.00 USD / Hour

Robert Half

Expiration Date

Until further notice

Requirements

2+ solid years of payroll experience
Experience with union payroll is a must
Foundation Accounting Software experience is highly preferred
Strong understanding of payroll regulations and compliance requirements
Excellent organizational skills to manage multiple tasks effectively
Detail-oriented approach to ensure accuracy in payroll and accounting functions
Effective communication skills to address employee inquiries and collaborate with departments
Comprehensive understanding of tax rules across different states
Familiarity with Construction Trade Unions
Experience managing payroll for employees working across multiple entities within the same workweek

Job Responsibility

Multi-State Payroll
Multi-Union Payroll
Multi-Company Payroll
Full-Cycle Processing
Reporting
Union Fringe Benefits

What we offer

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

Fulltime

New

Payroll Clerk

Are you detail-oriented and passionate about payroll processes? Our company is s...

Location

United States , St. Louis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

High school diploma or equivalent required
coursework in accounting or finance preferred
Prior experience with payroll systems and Microsoft Excel is a plus
Excellent attention to detail and data accuracy
Strong organizational and communication skills
Ability to handle confidential information responsibly

Job Responsibility

Process and review employee timecards and payroll data
Ensure timely and accurate payroll processing
Maintain and update payroll records
Assist with payroll reporting and compliance
Respond to employee inquiries regarding pay, deductions, and timekeeping
Support the accounting team with administrative payroll tasks as needed

What we offer

medical
vision
dental
life and disability insurance
401(k) plan
free online training

New

Fund Accounting & Valuations Manager

Join a global venture capital firm partnering with innovative founders from earl...

Location

United States , Menlo Park

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s in Accounting, Finance, Economics, or related field
CPA a plus
5+ years in public audit (VC clients) or in-house VC/PE experience
Strong knowledge of ASC 946 and ASC 820
Deep valuation and advanced Excel modeling skills
ERP experience (Investran, Intacct, QuickBooks a plus)
Clear communicator who thrives in a hands-on environment

Job Responsibility

Lead quarterly ASC 820 valuations of portfolio companies
Present valuation insights to auditors, committees, and partners
Support quarterly close and annual audits
Review capital call and distribution allocations
Oversee cash management and capital planning
Mentor fund accountants and support LP communications
Drive process improvements and special projects

What we offer

strong base and bonus
phantom carry participation
generous 401(k) match
100% employer-paid medical, dental, and vision for you and your dependents

Personal Banker SAFE Act

Citi

Location:
United States , San Jose

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 28, 2026

Expiration:
March 06, 2026

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Personal Banker SAFE Act

Citi

Location:United States , San Jose

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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Location:
United States , San Jose

Category:
Banking

Contract Type:
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Job Posted:
February 28, 2026

Expiration:
March 06, 2026