Personal Banker Job at Citi (Rosarito)

Personal Banker

Wells Fargo is seeking an Associate Personal Banker (SAFE) for their National Br...

Location

United States , Livingston

Salary:

Not provided

Wells Fargo

Expiration Date

Until further notice

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

What we offer

Competitive salary
robust benefits package
programs to support your work-life balance and well-being

Fulltime

Entitlement advocate

The Enrollment Medicaid Specialists provides Healthfirst’ s Medicare Advantage P...

Location

United States , New York

Salary:

48600.00 - 65960.00 USD / Year

Healthfirst

Expiration Date

Until further notice

Requirements

High school diploma or GED from an accredited institution
Member facing or customer service experience
Be able to work 9am-5:30pm schedule
Be able to travel throughout the 5 boroughs, Westchester, Orange, Sullivan, Rockland, and Nassau County
Capability to work in a Hybrid Schedule (remote/office/field)
Tech Savvy computer skills such as Microsoft Office Suites: Outlook, Excel, Word, PowerPoint
Bilingual
Be able to communicate and engage with the leadership team on virtual platforms such as Zoom or Microsoft Teams chat as well as in person

Job Responsibility

Handle inbound and outbound calls to and from customers to address their needs while adhering to our service level goals
Screen all incoming calls and handles accordingly
Transfer calls to appropriate staff, unit, or department
Assist callers requesting assistance with Medicaid Renewal application, Medicare Savings Program application, and New Medicaid Applications
Outreach Senior Health Partners, CompleteCare, and Life Improvement Plan members according to approved scripts
Research ePACES and/or Marx for Medicaid and Medicare eligibility, exclusion, and exemption codes
Consult with HRA Medicaid staff as needed and report to supervisor any need for HRA consultation
Document all client calls /outcomes in database systems
Schedule appointments to see members/prospects out in the field to assist with Medicaid Issue or restriction code removals or demographic information changes
Educate potential members on Senior Health Partners, Long term care plan benefits answering questions regarding plan’s features and benefits as well as go through eligibility and requirement for enrollment

What we offer

medical, dental and vision coverage, incentive and recognition programs, life insurance, and 401k contributions

Fulltime

New

Personal Banker

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

January 19, 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

Step into the role of Personal Banker at Barclays, where you will play a pivotal...

Location

India , Noida

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Strong experience in International contact centre
Excellent Customer service
Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements
Build relationships with stakeholders/customers to identify and address their needs
Make judgements based on practise and previous experience
To be a single point of contact for addressing complaints, query and providing resolution for the same
Knowledge of Microsoft Office
You may be assessed on key essential skills relevant to succeed in role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job-specific technical skills

Job Responsibility

Collaboration across multiple digital channels to personalise each interaction with a customer
Enhancing the bank's digital capabilities when current technology is identified as not yet ready to support
Provision of exceptional customer service to clients by responding to inquiries, resolving issues and handling client requests efficiently
Support the collaboration of internal stakeholders including sales, operational, and risk management teams to meet client needs and expectations, so that transactions are executed accurately and on time
Support teams within the business operations function as needed, including risk management, compliance and collections
Comply with all regulatory requirements and internal policies related to customer care
To provide resolutions for customer queries/issues and personalise each interaction through the use of multiple communication channels
To meet the needs of stakeholders/ customers through specialist advice and support
Perform prescribed activities in a timely manner and to a high standard which will impact both the role itself and surrounding roles
Likely to have responsibility for specific processes within a team

What we offer

Across our campuses, we offer modern workspaces, collaborative areas, and state-of-the-art meeting rooms. Facilities include wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations. Designed for innovation and comfort, they support a dynamic and productive work environment
Health and wellness
A place where you can belong
Collaborative Areas
More than work

Fulltime

Personal Banker

Step into the role of Personal Banker at Barclays, where you will play a pivotal...

Location

India , Pune

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Excellent Customer service
Strong experience in International contact center
Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements
Build relationships with stakeholders/ customers to identify and address their needs
Make judgements based on practice and previous experience
Must have bachelor’s degree
Provision of exceptional customer service to clients by responding to inquiries, resolving issues and handling client requests efficiently
key critical skills relevant for success in role, such as change and transformation, business acumen, strategic thinking , as well as job-specific technical skills

Job Responsibility

Collaboration across multiple digital channels to personalise each interaction with a customer
Enhancing the bank's digital capabilities when current technology is identified as not yet ready to support
Provision of exceptional customer service to clients by responding to inquiries, resolving issues and handling client requests efficiently
Support the collaboration of internal stakeholders including sales, operational, and risk management teams to meet client needs and expectations, so that transactions are executed accurately and on time
Support teams within the business operations function as needed, including risk management, compliance and collections
Comply with all regulatory requirements and internal policies related to customer care
To provide resolutions for customer queries/issues and personalise each interaction through the use of multiple communication channels
To meet the needs of stakeholders/ customers through specialist advice and support
Perform prescribed activities in a timely manner and to a high standard which will impact both the role itself and surrounding roles
Likely to have responsibility for specific processes within a team

What we offer

Hybrid working
Structured approach to hybrid working with fixed 'anchor' days
Supportive and inclusive culture and environment
Commitment to flexible working arrangements
Encouragement to embrace mobility and explore operations to build career

Fulltime

Personal Banker SAFE Act

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

Location

United States , New York, Flushing

Salary:

61280.00 - 85520.00 USD / Year

Citi

Expiration Date

January 31, 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

Commercial Lending Relationship Manager

This role is critical in establishing new banking relationships with various ent...

Location

United States , Minneapolis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 5 years of experience in Commercial Lending or Business Banking
Demonstrable expertise in Commercial Banking and Commercial Lending
Extensive knowledge of Commercial Real Estate
Proven skills in Business Development and Relationship Management
Proficiency in Banking Credit Analysis
Expertise in structuring and managing loan processes
Strong communication and interpersonal skills
Excellent negotiation and decision-making abilities
Bachelor's degree in Finance, Business Administration, or related field is preferred
Ability to work independently and as part of a team

Job Responsibility

Develop and maintain relationships with corporations, partnerships, and individuals conducting business
Financial Statement Analysis
Facilitate the personal interaction of the Commercial Banker with the customer/prospect to match the product and service with the customer's identified needs
Maintain a thorough understanding of the business/industry of the customer
Evaluate the amount of risk involved in entering into a relationship with customers
Ensure all loans are administered within legal and regulatory requirements
Actively participate in community organizations that meet our community social responsibility requirements
Monitor customer accounts and take appropriate action when necessary
Resolve customer inquiries efficiently and effectively
Maintain accurate customer credit records

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Fulltime

Client Executive Specialist

The CCB TTS Client Executive is a seasoned professional role responsible for sal...

Location

Mexico , Ciudad De Mexico

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years commercial banking or relevant experience
Proven track record of successful client focused activity, Back Office Cash Management or Trade Operations Experience
Advanced problem solving skills
Excellent interpersonal skills
Committed, Trusted team player
High energy and initiative
Time Management and Organizational Skills
Bachelors/University degree
English fluency is required

Job Responsibility

Provides direct sales support to Treasury Consultants in covered markets
Preparing proposals and pricing analysis, assist with RFPs and presentations, coordinate credit approvals and exception pricing, coordinate data input for tracking pipeline and activity
Establishes and maintains relationships with Treasury Consultants and Bankers that are directly supported
Coverage on product sales related inquiries from Treasury Sales, Bankers, other internal partners and clients
Joins Treasury Consultant on in person sales calls or conference calls when appropriate
Assess risk when business decisions are made and demonstrate consideration for the firm's reputation and compliance with applicable laws and policies

Fulltime

Personal Banker

Citi

Location:
Mexico , Rosarito

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 02, 2026

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