CrawlJobs Logo

Personal Banker SAFE Act

https://www.citi.com/ Logo

Citi

Location Icon

Location:
United States , New York, Howard Beach

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

61280.00 - 85520.00 USD / Year
Save Job
Save Icon
Job offer has expired

Job Description:

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.

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

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
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

Additional Information:

Job Posted:
January 02, 2026

Expiration:
January 14, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

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

Briefcase Icon

Similar Jobs for Personal Banker SAFE Act

Personal Banker SAFE Act

The Personal Banker SAFE Act is an entry level position responsible for the assi...
Location
Location
United States , New York, Flushing
Salary
Salary:
61280.00 - 85520.00 USD / Year
https://www.citi.com/ Logo
Citi
Expiration Date
January 31, 2026
Flip Icon
Requirements
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
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
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
Read More
Arrow Right

Senior Business Banker

The Senior Business Banker (Sr. BB) is responsible for managing and retaining Ci...
Location
Location
United States , River Forest
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
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
Read More
Arrow Right
New

It Solution Architect

Lead in designing, planning, and delivering solutions in collaboration with our ...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
bdo.co.uk Logo
BDO UK LLP
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Exceptional verbal and written communication, including presentation skills
  • Experience working with the following technologies: JavaScript, React, C# .NET, Python, SQL, APIs, Azure, Power Platform, SaaS, PaaS, IaC
  • Exposure to and understanding of emerging technologies e.g. AI, LLMs, Machine Learning, NLP, MCP etc.
  • Experience in architecture and software development methodologies, and design techniques e.g. Agile, C4, UML, TOGAF, Microsoft Well-Architected Framework, design patterns
  • Experience using modern tools in support of delivery: e.g. Azure DevOps, LeanIX, Lucidchart, Figma, Balsamiq, M365
  • Excellent understanding of public cloud hosted infrastructure and application integrations
  • Experience in building Minimal Viable Products (MVP) and working with product teams
  • Experience evaluating and working with SaaS products
Job Responsibility
Job Responsibility
  • Lead the design, and technical delivery of prototypes and digital products within an agile squad
  • Participate in the discovery of new opportunities, turning problems statements into business outcome driven technical proposals
  • Solve problems using creative approaches and emerging technologies
  • Become a subject matter expert within an assigned business domain
  • Collaborate with Enterprise Architects, Integration Architects and Cloud Architects to build coherent systems within our IT environments
  • Work alongside Business Analysts and UX Designers supporting the gathering and validating of requirements, user journeys and user experience
  • Contribute to the growth of the IT Architecture function and its practices
  • Contribute and adhere to technical, delivery, and service governance standards whilst designing solutions
  • Adhere to change processes and produce high quality technical documentation
What we offer
What we offer
  • Agile working
  • Programmes, resources, and frameworks that provide clarity and structure around career development
  • Informal success conversations to formal mentoring and coaching
  • State-of-the-art collaboration spaces in our offices
  • Multidisciplinary events and dedicated resources
Read More
Arrow Right
New

Optical Solutions Business Unit Controller

We are looking for a highly skilled Controller to join our manufacturing team. T...
Location
Location
United States , Warrendale
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 5 years of experience in financial management or controlling roles within a manufacturing environment
  • Proficiency in document control, scanning, and compiling processes to ensure accuracy and organization
  • Strong analytical skills with the ability to interpret financial metrics and trends
  • Familiarity with managing foreign currency impacts and international financial operations
  • Excellent communication skills to effectively present financial insights and collaborate with leadership
  • Proven ability to lead teams, ensuring motivation, engagement, and high performance
  • Experience in driving budgeting and forecasting processes, including long-term strategic planning
  • Knowledge of internal controls and compliance standards in financial reporting
Job Responsibility
Job Responsibility
  • Manage and execute monthly financial close processes efficiently, ensuring compliance with US standards and accurate consolidation of financial results
  • Oversee account reconciliations, journal entries, and roll-forwards while maintaining a focus on accuracy and timeliness
  • Monitor foreign currency impacts and analyze inventory movements, emphasizing gross margin and aging value
  • Review and validate financial data from domestic and international operations, ensuring accuracy and alignment
  • Analyze variances between forecast and budget, providing detailed explanations and actionable insights
  • Participate in monthly reviews to track productivity, yields, and work-in-progress trends
  • Ensure standard costs for new part numbers are established and significant fluctuations are well-documented
  • Manage worldwide transfer pricing to ensure adherence to tax regulations and compliance standards
  • Maintain controls to safeguard accurate physical inventories, including establishing necessary reserves
  • Assist in attesting to the effectiveness of internal controls over financial reporting and accounting
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
Read More
Arrow Right
New

Senior Manager-project manager - finance transformation - vois

We are seeking a Project Manager to lead finance transformation initiatives with...
Location
Location
India , Pune
Salary
Salary:
Not provided
vodafone.com Logo
Vodafone
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experienced professional with over 8 years in finance, preferably with APA/ICO exposure
  • Strong analytical, problem-solving, and presentation skills
  • Excellent communication, interpersonal, and influencing abilities
  • Proven track record in project management and delivering results
  • Holds a university degree
  • CA/CWA/MBA or equivalent qualification is highly advantageous
Job Responsibility
Job Responsibility
  • Lead and manage finance-related projects, ensuring timely delivery and stakeholder alignment
  • Drive process improvements and embed requirements into solution designs
  • Review and update process documentation, ensuring accuracy and clarity in ARIS/Signavio systems
  • Implement standardisation and automation strategies to reduce risk and improve reporting
  • Support sustainable business growth through collaboration with key stakeholders
  • Align initiatives with Finance Transformation programmes and roadmap changes
What we offer
What we offer
  • Opportunity to lead impactful finance transformation projects
  • Exposure to global stakeholders and cross-functional collaboration
  • Work in a dynamic environment that values innovation and continuous improvement
Read More
Arrow Right
New

Property Consultant

Whether you are a seasoned property consultant or eager to begin career in the p...
Location
Location
United Kingdom , London
Salary
Salary:
20000.00 GBP / Year
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • You demonstrate a keen interest in developing your expertise and advancing your career
  • You demonstrate adaptability and a willingness to embrace new challenges
  • You are highly motivated, and your desire to continuously exceed expectations drives your performance
  • You can reliably commute to SE11 5JH five days a week
  • You have a genuine interest in the property market and are eager to build a career in Estate Agency
Job Responsibility
Job Responsibility
  • Making a minimum of 150 calls to our existing database to build a robust pipeline of future business
  • Actively expanding our local market share by building new relationships with potential vendors and landlords
  • Proactively generating new data, targeting properties entering or already present in the market with other agents
  • Consistently prospecting for new leads, actively expanding our client database and ensuring a continuous flow of potential business
What we offer
What we offer
  • Enhanced holiday allowance, including additional holiday schemes and birthday leave
  • Comprehensive benefits package, including enhanced maternity/paternity leave and death in service benefits
  • Company-wide performance-based incentives, including international trips
  • Access to therapy sessions with over two hundred trained therapists
  • Employee referrals scheme
  • Opportunities for professional development and career growth
  • Fulltime
Read More
Arrow Right
New

Assistant Cook

This position is responsible for carrying out a wide range of tasks related to f...
Location
Location
United States , Macy
Salary
Salary:
18.00 - 20.00 USD / Hour
omahatribe.com Logo
The Omaha Tribe of Nebraska
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma or equivalency
  • 6 months to 1 year experience preferred in quantity cooking and preparing therapeutic diets
  • Food handler's certification preferred or able to obtain within 90 days
  • Able to stand and walk for extended periods
  • Frequently handles objects weighing up to 10 pounds and occasionally up to 100 pounds
  • Ability to read and write English
  • Must possess excellent customer service skills
  • Must pass background check, physical, and pre-employment drug screen
Job Responsibility
Job Responsibility
  • Carry out tasks related to food production and meal preparation for resident meal services
  • Follow seasonal cycle menus and ensure meals meet highest standards of quality and taste
  • Prepare other meals as per administrative approval
  • Ensure kitchen and dining areas are kept clean and hygienic
  • Follow all food handling and storage procedures per health and safety regulations
  • Determine appropriate amount of food to prepare for each meal and snack based on menus and recipes
  • Adhere to prescribed diet orders when preparing and serving food
  • Maintain personal hygiene and practice food safety and sanitation
  • Participate in receiving, checking, and storing food supplies
  • Clean dishes, pans, skillets, flatware, glasses, trays, and utensils after each meal
What we offer
What we offer
  • 401(k)
  • Worker's Comp
  • 16+ Paid Holidays
  • Annual Vacation Leave
  • Accrued Sick Leave
  • Other Leave (Jury Duty/Military/Education/Religious/Cultural)
  • Comprehensive, Cost Effective Medical/Dental/Vision Insurance
  • $30,000 Life Insurance
  • FMLA
  • Short Term Disability
  • Fulltime
Read More
Arrow Right
New

Account Manager

We are looking for an Account Manager to join our growing Customer Success team ...
Location
Location
United States
Salary
Salary:
80000.00 - 100000.00 USD / Year
quantummetric.com Logo
Quantum Metric
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in a related field of study
  • Strong project management skills, organizational skills and high attention to accuracy
  • Strong verbal, written and presentation skills
  • 5+ years of experience in managing enterprise customer relationships
  • Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organization, including executive and C-level
  • Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail
  • Proven track record of meeting and exceeding individual retention and expansion goals
  • Travel: approximately once per month for client and/or company commitments
Job Responsibility
Job Responsibility
  • Strategic lead for customer engagement
  • Collaborate with Sales to identify and work on expansion opportunities
  • Manage and forecast customer renewal and expansion goals
  • Create customer account plans in collaboration with the rest of the customer success team to ensure value realization
  • Conduct regular QBRs with our client’s executive team to strategically align with their organizational goals
  • Regularly update internal systems to document customer health and status and create visibility across Quantum Metric
  • Identify advocacy opportunities to highlight case studies, run speaking events, or participate in webinars
  • Educate customers on new use cases, features and integrations that create added value
What we offer
What we offer
  • Medical, Dental, Vision Insurance (99% Medical base plan paid by the Company)
  • FSA, DCFSA, and HSA accounts
  • Employee Assistance Programs (EAP)
  • Telehealth options
  • Voluntary Life & AD&D, STD, LTD, Critical Illness and Accident
  • Wellness Perks - discounts on a top-rated fitness app and Healthy Rewards program
  • Discounts on Pet Insurance
  • 401k (with employer match) and Options / Equity
  • 13 company holidays
  • Unlimited Paid Time Off
  • Fulltime
Read More
Arrow Right