Talent.com
Citigroup
Personal Banker SAFE ACT, Piedmont Avenue Branch, OfficerCitigroup • Oakland, CA, United States
Personal Banker SAFE ACT, Piedmont Avenue Branch, Officer

Personal Banker SAFE ACT, Piedmont Avenue Branch, Officer

Citigroup • Oakland, CA, United States
30+ days ago
Job type
  • Full-time
Job description

Personal Banker Safe Act, Piedmont Avenue Branch, Officer

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.

Responsibilities:

  • 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.

Qualifications:

  • 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

Education:

  • Bachelor's Degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Create a job alert for this search

Personal Banker SAFE ACT, Piedmont Avenue Branch, Officer • Oakland, CA, United States

Similar jobs

Banker Positions

Poppy BankSan Mateo, CA, United States
Full-time

Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative.Please see below for more details and we look forward to connecti... Show more

 • Promoted

Sr Strategic Partnerships Manager, Personal Loans

LendingClubSan Francisco, CA, United States
Full-time

Strategic Partnerships Manager, Personal Loans.Happen Bank (formerly LendingClub) is built around a simple purpose: to clear the way to help people turn intention into action, and action into finan... Show more

 • Promoted

Arborist Sales Representative

Bartlett Tree ExpertsPortola Valley, CA, United States
Full-time

Responsible for all areas of sales within a defined territory, including selling, marketing, customer service, administration, production, and training.Meet with existing and potential residential ... Show more

 • Promoted

Float Team Branch Manager 5 - Bay Area, CA

U.S. BankVallejo, CA, United States
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more

 • Promoted

Relationship Banker

Bank of America CorporationVallejo, CA, United States
Full-time

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Growth and delive... Show more

 • Promoted

U.S. Private Bank - Private Banker - Associate

JPMorgan ChaseSan Francisco, CA, United States
Full-time

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial ... Show more

 • Promoted

Personal Banker East Bay Ridge District

Wells FargoOrinda, CA, United States
Full-time

Why Wells Fargo: Are you looking for more? Find it here.At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communi... Show more

 • Promoted

Sr Product Manager - Personal Loans

LendingClub BankSan Francisco, CA, United States
Full-time

Current Employees of LendingClub:Please apply via your internal Workday AccountLendingClub Corporation (NYSE:LC) is the parent company of LendingClub Bank, National Association, Member FDIC.We are ... Show more

 • Promoted

Float Team Branch Manager 5 - Bay Area, CA

U.S. BancorpVallejo, CA, United States
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more

 • Promoted

Service and Sales Banker - Taraval

FirstBankSan Francisco, CA, United States
Full-time

Banking Specialist III - Sales FocusThis position, Banking Specialist III, may be called by many other names:New Accounts Representative, Personal Banker, Financial Service Representative, etc.At F... Show more

 • Promoted

Universal Banker

Provident Credit UnionSan Francisco, CA, United States
Full-time

Hourly Position Type Full Time.Universal Banker - Full Time (San Francisco, CA).The Universal Banker is a highly motivated sales and service professional with advanced knowledge of Provident's prod... Show more

 • Promoted

Public Sector Banking Relationship Manager

River City BankSan Francisco, CA, United States
Full-time

Public Sector Banking Relationship Manager.The Public Sector Banking Relationship Manager is responsible for maintaining and growing deposit relationships for public sector clients, such as governm... Show more

 • Promoted

Investment Banking Associate

AQ Technology PartnersRedwood City, CA, United States
Full-time

AQ Technology Partners is a boutique investment bank focused on the software ecosystem, specializing in M&A and financial sponsor transactions.We are seeking an experienced Investment Banking Assoc... Show more

 • Promoted

Relationship Banker- Oakland Area- Cantonese/Spanish Preferred

Bank of America CorporationEmeryville, CA, United States
Full-time

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible Growth and delive... Show more

 • Promoted

SBA Loan Officer

Taylor Search Group LLCSan Francisco, CA, United States
Full-time

SBA Lender Opportunity In The SF Bay Area.This is a unique opportunity for an SBA lender in the SF Bay Area.Looking for a business development focused SBA lender looking for a bank dedicated to you... Show more

 • Promoted

Board Member

ConfidentialSan Francisco, CA, United States
Full-time

Mission-driven organization focused on ending homelessness in local communities.Non-Profit Organization Management.The Company is seeking dedicated individuals to join its Board of Directors.Board ... Show more

 • Promoted

Relationship Banker II

Cathay General BancorpSan Francisco, CA, United States
Full-time

Join Our Team At Cathay BankAre you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank we strive to provide a caring culture that supports your... Show more

 • Promoted

Private Banker

City National BankSan Francisco, CA, United States
Full-time

Develops and manages client relationships with high-net-worth and ultra-high-net-worth individuals and families within a specific market.Provide integrated financial services advice to these client... Show more

 • Promoted

Roving Personal Banker East Bay Ridge

Wells FargoOrinda, CA, United States
Full-time

Why Wells Fargo: Are you looking for more? Find it here.At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communi... Show more

 • Promoted

Branch Manager

CleanHarborsRichmond, CA, United States
Full-time

Clean Harbors is seeking a Branch Manager for our Healthcare division to manage overall branch operations, including ensuring safe, cost-effective, and efficient day-to-day management, as well as p... Show more