CrawlJobs Logo

Personal Banker SAFE Act

https://www.citi.com/ Logo

Citi

Location Icon

Location:
United States , New York

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:
December 31, 2025

Expiration:
January 06, 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

Personal Banker

The Personal Banker SAFE Act is an entry level position responsible for the assi...
Location
Location
United States , New York
Salary
Salary:
61280.00 - 85520.00 USD / Year
https://www.citi.com/ Logo
Citi
Expiration Date
January 19, 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
  • 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

Assistant Manager

We want you to join our team as an Assistant Manager. If you have the desire to ...
Location
Location
United States of America , Chattanooga
Salary
Salary:
Not provided
https://www.circlek.com Logo
Circle K
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Leading a team of employees/management
  • Recruiting, interviewing, and hiring
  • Delegation and follow-up
  • Teaching and motivating others
  • Planning and organizing
  • Communicating your plans and ideas
  • Cash-handling and bookkeeping
  • Problem solving
  • Advocating and empathizing
  • Safety and Security
Job Responsibility
Job Responsibility
  • Assist the Store Manager with oversight of the Stationstore operations
  • Help with hiring, supervising and working with the staff to accomplish daily tasks, bookkeeping and merchandising
  • Help to maintain our high standards and provide fast and friendly service to our customers
  • Provide regular and predicable onsite attendance
  • Execute the food program
  • Care about your customers and set an example for the rest of your staff
  • Display a sense of urgency, patience and leadership
What we offer
What we offer
  • Medical, Vision, Dental, & Life Insurance/Short & Long Term Disability
  • Flexible Schedules
  • Weekly Pay
  • Paid Vacations
  • Large, Stable Employer
  • Fast Career Opportunities
  • Work With Fun, Motivated People
  • Task Variety
  • Paid Comprehensive Training
  • 401K With a Competitive Company Match
Read More
Arrow Right
New

SCADA Project Manager

We’re looking for a SCADA Project Manager to help turn wind turbines into fully ...
Location
Location
Sweden , Malmö
Salary
Salary:
Not provided
vestas.com Logo
vestas
Expiration Date
February 18, 2026
Flip Icon
Requirements
Requirements
  • Bachelor’s or master’s degree in applied sciences, Engineering, or Business Administration
  • Experience in wind industry, product development, or relevant applications
  • Project Management training or certifications such as PRINCE2 Practitioner, PMP, Six Sigma Green Belt, or ITIL 4 Foundation is beneficial
  • Knowledge and on-the-job experience with project management methodologies and tools (e.g., JIRA)
  • Proficiency in stakeholder management, ensuring effective collaboration across teams and organizations
  • Professional proficiency in English, both written and spoken
  • A valid driver’s license is an advantage, as the role involves occasional travel to wind farm sites
Job Responsibility
Job Responsibility
  • Act as the bridge between the project engineering team and stakeholders, ensuring effective communication and swift resolution of technical issues for seamless project execution
  • Continuously identify, assess, and mitigate risks while leveraging opportunities to ensure projects are completed on time and within scope
  • Manage project deliverables aligned with strategic priorities and targets, including quality, schedule, and HSE compliance, throughout the project lifecycle
  • Ensure business success and customer satisfaction through professional project and stakeholder management while maximizing value for Vestas
  • Consistently contribute to internal process improvement initiatives within the SCADA Project Management and Plant Engineering team
  • Collect and analyze market requirements to support Product Management and Development efforts
What we offer
What we offer
  • We invest in your professional and personal development by providing the tools, training, and coaching needed to perform at your best
  • Fulltime
Read More
Arrow Right
New

Service Technician

You can expect a varied job with responsibility in an environment that combines ...
Location
Location
Salary
Salary:
Not provided
vestas.com Logo
vestas
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Completed vocational training in electrical engineering, electronics or a comparable field (EKF)
  • Very strong English skills
  • Familiar with electrical and mechanical systems – ideally from practical experience
  • Confident working on medium or high-voltage systems
  • Strong awareness of safety and willingness to work at height and offshore
  • Basic knowledge of Microsoft Office
Job Responsibility
Job Responsibility
  • Maintenance of electrical and mechanical systems
  • Carrying out inspections, repairs and replacing turbine components
  • Keeping health and safety regulations in mind
  • Taking part in regular, job-related training courses to continuously expand knowledge
What we offer
What we offer
  • Permanent employment contract with long-term prospects
  • 14/14 rotation model for predictable assignments and genuine rest periods
  • Comprehensive onboarding and regular training, including technical courses at the Vestas Academy and qualifications as an electrical specialist (DIN VDE 0105-100)
  • High-quality equipment
  • Modern accommodation on an SOV with gym, cinema, and gaming zone
  • Full catering during offshore shifts
  • 20 days of holiday during offshore deployment periods
  • 22 days of holiday during non-deployment periods
  • Company bike
  • Gym allowance
  • Fulltime
Read More
Arrow Right
New

Registered Nurse L&D

Voyage is seeking a Registered Nurse who possesses a L&D specialty and is able t...
Location
Location
United States , Chattanooga
Salary
Salary:
Not provided
voyagesolutions.com Logo
Voyage Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Registered Nurse certification
  • L&D specialty
  • Experience
  • Ability to start soon
  • Ability to travel to assigned location
What we offer
What we offer
  • Fantastic salary
  • Choices in schedule
  • Exciting locations
  • Adventure
  • Flexibility
  • Ability to select facility and geographic location
  • Chance to work in renowned facilities
  • Control of schedule
  • Salary includes travel costs
Read More
Arrow Right
New

Senior QA Engineer

The candidate will have a B.S. degree in Software Engineering, Computer Science,...
Location
Location
India , Bangalore
Salary
Salary:
Not provided
arrow.com Logo
Arrow Electronics
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • B.S. degree in Software Engineering, Computer Science, Quality Engineering, or related technical field
  • 5+ years of experience testing applications developed in Ruby/Javascript
  • 5+ years of experience in programming languages Python and Pytest(Basic or not a compulsory)
  • Domain experience in Automative/Battery - Battery Management System (BMS), PCS(Power Conversion System), Controls System, Grid & Market Integration, AC and DC Coupled System
  • Experience testing closed-loop control algorithms
  • Experience testing software using the Agile/Scrum methodology
  • Experience using a Test Case Management System such as TestRail
  • Experience capturing day to day activities in JIRA
  • Experience evaluating and implementing new and state-of-the-art technology to address challenging customer problems
  • Experience in forming design and doing analysis of a system or new requirements
Job Responsibility
Job Responsibility
  • Provide team leadership and influence application vision
  • Fulltime
Read More
Arrow Right