Current jobs related to Personal Banker Safe Act- Chinatown Clay Branch - San Francisco - Citi
-
Personal Banker
2 weeks ago
San Francisco, California, United States Citigroup Inc Full timeJob SummaryThe Personal Banker SAFE Act is an entry-level position responsible for assisting 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 relationships with customers to build loyalty and help increase sales to individual consumer clients.Key...
-
Personal Banker SAFE Act
1 week ago
San Francisco, California, United States Citigroup Inc Full timeJob SummaryThe Personal Banker SAFE Act is an entry-level position responsible for assisting 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 relationships with customers to build loyalty and help increase sales to individual consumer clients.Key...
-
Teller/Personal Banker l
4 months ago
San Antonio, United States AMERICAN BANK Full timeJob DescriptionJob DescriptionAt American Bank, we’re focused on building personal connections with our clients, delighting them with our service, and providing a full range of forward-thinking products and solutions built around their specific goals.We’re growing and we need talented, smart, and dedicated professionals to help us continue expanding. If...
-
Personal Banker
3 weeks ago
San Bruno, California, United States Citigroup Inc Full timeJob SummaryThe Personal Banker SAFE Act is an entry-level position responsible for assisting 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 relationships with customers to build loyalty and help increase sales to individual consumer clients.Key...
-
Associate Personal Banker
7 days ago
San Francisco, California, United States Wells Fargo Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Associate Personal Banker to join our team at Wells Fargo. As a key member of our Branch Banking division, you will play a critical role in delivering exceptional customer experiences and building strong relationships with our clients.Key ResponsibilitiesParticipate in proactive outreach to...
-
Branch Relationship Banker
2 weeks ago
San Diego, California, United States Zions Bancorporation Full timeJob Title: Branch Relationship BankerCalifornia Bank & Trust is seeking a highly motivated and customer-focused Branch Relationship Banker to join our team in San Diego. As a Branch Relationship Banker, you will be responsible for providing exceptional customer service, building strong relationships with clients, and driving sales growth through...
-
Branch Relationship Banker
16 hours ago
San Diego, California, United States BankTalent HQ Full timeJob Title: Branch Relationship BankerAt BankTalent HQ, we are seeking a highly skilled and motivated Branch Relationship Banker to join our team. As a Branch Relationship Banker, you will be responsible for providing top-notch customer service to our clients and customers at our Golden Triangle San Diego, CA Branch.Key Responsibilities:Perform full-service...
-
San Francisco, California, United States Quality Talent Group Full timeJob Title: Associate Roving Personal Banker Greater Metro DistrictAbout the RoleWe are seeking an Associate Roving Personal Banker to join our team in the Greater Metro District. As a Roving Personal Banker, you will provide support across a variety of branch locations, working with customers to build relationships and provide exceptional service.Key...
-
Personal Banker
3 weeks ago
San Francisco, United States WELLS FARGO BANK Full timeAbout This RoleWells Fargo is seeking a skilled Associate Personal Banker to join our National Branch Network as part of the Consumer, Small & Business Banking division.Key ResponsibilitiesDeliver exceptional customer experiences by building relationships through proactive outreach and proposing suitable products, services, and digital solutions to help...
-
Branch Relationship Banker
1 week ago
San Diego, California, United States BankTalent HQ Full timeJob Title: Branch Relationship BankerAt BankTalent HQ, we are seeking a highly skilled Branch Relationship Banker to join our team at our Kearny Mesa, CA Branch. As a key member of our banking team, you will be responsible for providing exceptional customer service to our clients and customers, building strong relationships, and driving sales and growth.Key...
-
Branch Relationship Banker
3 days ago
San Diego, California, United States BankTalent HQ Full timeJob Title: Branch Relationship BankerAt BankTalent HQ, we are seeking a highly skilled Branch Relationship Banker to join our team at our Golden Triangle San Diego, CA Branch. As a key member of our team, you will be responsible for providing exceptional customer service to our clients and customers, building strong relationships, and driving sales and...
-
Branch Relationship Banker
3 days ago
San Diego, California, United States BankTalent HQ Full timeJob Title: Branch Relationship BankerAt BankTalent HQ, we are seeking a highly skilled Branch Relationship Banker to join our team at our Scripps Poway Branch in San Diego, CA. As a key member of our banking team, you will be responsible for providing exceptional customer service to our clients and customers, building strong relationships, and driving sales...
-
Branch Relationship Banker
1 week ago
San Diego, California, United States BankTalent HQ Full timeJob Title: Branch Relationship BankerAt BankTalent HQ, we are seeking a highly skilled Branch Relationship Banker to join our team at our Golden Triangle San Diego, CA Branch. As a key member of our team, you will be responsible for providing exceptional customer service to our clients and customers, building strong relationships, and driving sales and...
-
Branch Relationship Banker
2 weeks ago
San Diego, California, United States BankTalent HQ Full time{"title": "Branch Relationship Banker", "content": "Job SummaryAt BankTalent HQ, we are seeking a highly skilled Branch Relationship Banker to join our team at our Golden Triangle San Diego branch. As a key member of our team, you will be responsible for providing exceptional customer service to our clients and customers, building strong relationships, and...
-
Associate Personal Banker
7 days ago
San Francisco, California, United States Quality Talent Group Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Associate Personal Banker to join our team. As a key member of our National Branch Network, you will play a critical role in delivering exceptional customer experiences and building strong relationships with our clients.Key ResponsibilitiesParticipate in proactive outreach to build...
-
San Francisco, California, United States Quality Talent Group Full timeJob SummaryWe are seeking a skilled Associate Roving Personal Banker to join our team in San Francisco. As a Roving Personal Banker, you will provide exceptional customer service and support across various branch locations within a specific geography. This role requires flexibility, adaptability, and a strong ability to build relationships with customers.Key...
-
San Francisco, California, United States Quality Talent Group Full timeJob Title: Associate Roving Personal BankerWe are seeking a highly skilled and customer-focused Associate Roving Personal Banker to join our National Branch Network team. As a key member of our team, you will provide exceptional customer service and support across various branch locations within a specific geography.Key Responsibilities:Provide support to...
-
Associate Personal Banker Van Ness
1 week ago
San Francisco, California, United States Quality Talent Group Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Associate Personal Banker to join our team at Wells Fargo. As a key member of our National Branch Network, you will play a critical role in delivering exceptional customer experiences and building strong relationships with our clients.Key ResponsibilitiesProvide proactive outreach and...
-
Branch Relationship Banker
1 week ago
San Diego, California, United States Zions Bancorporation Full timeJob Title: Branch Relationship BankerWe are seeking a highly skilled Branch Relationship Banker to join our team at Zions Bancorporation. As a key member of our branch team, you will be responsible for providing exceptional customer service and building strong relationships with our clients.Key Responsibilities:Provide full-service banking services to new...
-
Branch Relationship Banker
3 days ago
San Antonio, Texas, United States BankTalent HQ Full timeJob Title: Branch Relationship BankerAt BankTalent HQ, we're committed to creating a culture of excellence and customer satisfaction. Our team of dedicated professionals is passionate about delivering exceptional service and building strong relationships with our clients.Job Summary:We're seeking a highly motivated and customer-focused Branch Relationship...
Personal Banker Safe Act- Chinatown Clay Branch
4 months ago
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
**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.
Monday thru Friday 8:30am-5:30pm, alternating Saturday 9:30am-2:30pm
Employee’s in a San Francisco City or County location and work a minimum of 8 hours per week, please click the below hyperlink for additional information on your rights pertaining to the Fair Chance Ordinance:
- **Job Family Group**:
Consumer Sales
- **Job Family**:
Branch Sales
- **Time Type**:
Full time
- **Primary Location**:
San Francisco California United States
- **Primary Location Full Time Salary Range**:
$61,280.00 - $85,520.00
- **Anticipated Posting Close Date**:
May 02, 2024
- Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.
View the **EEO Policy Statement**.
View the **Pay Transparency Posting
