Personal Banker Safe Act

2 weeks ago


Modesto, United States Citi Full time

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.
- **Job Family Group**:
Consumer Sales
- **Job Family**:
Branch Sales
- **Time Type**:
Full time
- **Primary Location**:
Modesto California United States
- **Primary Location Full Time Salary Range**:
$54,100.00 - $75,500.00
- **Anticipated Posting Close Date**:
Jul 01, 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


  • Branch Banker

    2 weeks ago


    Modesto, United States PNC Financial Services Group Full time

    Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute...


  • Modesto, United States WelbeHealth - Menlo Park, CA Full time

    At WelbeHealth, we make the impossible, possible for underserved seniors.  We do this by utilizing and developing cutting-edge healthcare and well-being service products, especially for seniors and their families.  Now is your chance to join our talented team that delivers unparalleled creative healthcare, insurance, social support, and more to...


  • Modesto, United States Bankers Life Full time

    Entry Level Financial Representative - Insurance Sales Location: Modesto, CA, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you...


  • Modesto, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: Modesto, CA, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If...


  • Modesto, United States Tri Counties Bank Full time

    Get your foot in the door for an opportunity that could lead to fantastic career possibilities...this Teller or Senior Teller position role includes our benefit plan of medical, dental, vision, 401K, ESOP, holiday, vacation and sick time...plus a whole lot more! The hiring range for this opportunity is $17.00 - $23.00 an hour along with incentive...


  • Modesto, United States KB Ventures Inc Full time

    GET PAID TO WATCH CASINO GAMES!! KB Ventures is currently seeking Third Party Prop Players to provide banker services at a casino in Modesto, CA (Blackjack, 3-Card Poker, Ultimate Texas Hold'Em, Pai Gow Poker, Baccarat). Fun work environment! Full time position, no experience needed, training is provided - Starting Pay $17/hour. Pay Rate is $17 to $21 per...


  • Modesto, United States Wells Fargo Full time

    **Why Wells Fargo:** Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace...


  • Modesto, United States Tri Counties Bank Full time

    Come to work for a company you can be proud to work for. The hiring range for this opportunity is $82,000 to $113,000 annually along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience. POSITION SUMMARY: Responsible for...

  • Caregiver

    1 month ago


    Modesto, United States WelbeHealth - Menlo Park, CA Full time

    At WelbeHealth, we like to do things a little differently. We go the extra mile and make a difference in our participants’ lives. Our Caregivers are a vital part of our team, by providing aid to our participants in their homes, as well as contributing to the care planning process as an equal part of our interdisciplinary team (IDT). We are driven to offer...


  • Modesto, California, United States Bank of America 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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • Modesto, United States Bank of America 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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

  • Class C Driver

    4 weeks ago


    Modesto, United States Sterile Processing Services of America Full time

    Transports product or provides services to hospital clients, potentially unloads inventory to shelves, maintains accurate counts of inventory, obtains signatures on any required documents, and interacts with customers daily. Acts as a front line customer service representative for SPSA. **ESSENTIAL FUNCTIONS**: - Drive company truck and/or van carrying...


  • Modesto, United States Sterile Processing Services of America Full time

    Transports product or provides services to hospital clients, potentially unloads inventory to shelves, maintains accurate counts of inventory, obtains signatures on any required documents, and interacts with customers daily. Acts as a front line customer service representative for SPSA. **ESSENTIAL FUNCTIONS**: - Drive company truck and/or van carrying...

  • Security Guard

    2 weeks ago


    Modesto, United States Yosemite Lanes Full time

    We are looking for a professional security guard to protect our premises, assets and personnel. You will maintain a high visibility presence and prevent all illegal or inappropriate actions. The goal is to detect, deter, observe and report. **Responsibilities** - Protect company’s property and staff by maintaining a safe and secure environment - Observe...

  • Production Associate

    4 weeks ago


    Modesto, United States Bunge Full time

    At Bunge, people don’t just come here to work, they come here to grow – solving challenges that directly impact the world with a diverse team of thinkers and doers.  Bunge offers a strong compensation and benefits package, generous paid time off program and opportunity to progress.  Most importantly, in all we do we live our values:•    Act as One...


  • Modesto, United States Bunge Full time

    At Bunge, people don’t just come here to work, they come here to grow - solving challenges that directly impact the world with a diverse team of thinkers and doers. Bunge offers a strong compensation and benefits package, generous paid time off program and opportunity to progress. Most importantly, in all we do we live our values: - Act as One Team by...

  • Downstream Operator

    1 month ago


    Modesto, United States Ring Container Technologies Full time

    Job Purpose To operate Downstream production machinery safely and efficiently; maintain appropriate documentation and communicate ideas and problems to appropriate staff; perform scheduled preventative maintenance and downstream equipment changeovers; responsible for producing best quality product. In addition to the following duties, this position requires...


  • Modesto, United States Magnolia Academy Full time

    We are looking for a qualified FULL TIME Preschool Teacher. A preschool teacher must have a great love and patience for children. The goal is to contribute to the healthy mental and emotional development of the child so they can more easily acclimate in the next level of education. **MUST have 12 units in Child Development (ECE) in order to be...

  • Operator I

    2 months ago


    Modesto, United States Ring Container Technologies Full time

    Job Purpose To operate production machinery safely and efficiently; maintain appropriate documentation and communicate ideas and problems to appropriate staff; perform scheduled preventative maintenance and other repairs to production equipment; participate in production equipment changeovers; responsible for producing best quality product. Safety - Follow...

  • Maintenance Planner

    3 weeks ago


    Modesto, United States Refresco Full time

    Shift: 6:00 am - 2:30 pm Mon-Fri Salary Range: $65,000 - $80,000 **Make a Difference in YOUR Career!** Our vision is both simple and ambitious: to put our drinks on every table. We are the world’s largest bottler for retailers and A-brands. Our products are distributed worldwide from our production sites in Europe and North America. Although our own...