Home
/
Comprehensive
/
Personal Banker SAFE Act- Potomac Branch- On-Site
Personal Banker SAFE Act- Potomac Branch- On-Site-April 2024
Potomac
Apr 1, 2026
About Personal Banker SAFE Act- Potomac Branch- On-Site

  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 experienceThis 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:

  Potomac Maryland United States

  Primary Location Salary Range:

  $58,190.00 - $81,210.00

  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.

  Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .

  View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

  View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo_aa_policy.pdf) .

  View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf)

  Citi is an equal opportunity and affirmative action employer.

  Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Team Member
Team Member We’re glad you’re here. Think about it – you and us? Sounds like it could be a match made in the meat heavens. If you’re here for: Discounted Curly Fries (and all our menu items for that
Hospital Aide
Job Summary: Under indirect supervision of Unit Supervisor, and under direction of licensed staff, performs variety of non-professional patient care duties in inpatient hospital setting; is responsib
Housekeeping Manager - Kimpton Sawyer Hotel
What You'll Do The Housekeeping Manager is responsible for the supervision and coordination of all housekeeping activities regarding the cleaning and maintenance of the property. This is a high energ
Team Member
Team Member We’re glad you’re here. Think about it – you and us? Sounds like it could be a match made in the meat heavens. If you’re here for: Discounted Curly Fries (and all our menu items for that
Driver Residential
As an EEO/Affirmative Action Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, natio
Shift Manager
SHIFT MANAGER We’re glad you’re here. You may know us as the brand with Roast Beef and Curly Fries – but we are also crafting incredible career opportunities. You’re in the right place if you’re here
Guest Experience Expert - Guest Relation (Russian Speakers Only )
Job Number 24003083 Job Category Rooms & Guest Services Operations Location The Ritz-Carlton Doha, P.O. Box 23400, Doha, Qatar, Qatar Schedule Full-Time Located Remotely? N Relocation? N Position
Senior Business Analyst
At Ascensus, technology is more than just a solution. It powers the business that helps millions of people save for what matters—retirement, education, and healthcare. Our technology experts tackle e
Nurse Practitioner or Physician Assistant PRN Cincinnati, OH
Nurse Practitioner or Physician Assistant PRN Cincinnati, OHLocationUS-OH-CincinnatiJob ID272727Pos. CategoryMedical - Advanced Practice ProfessionalPos. TypePer DiemOverviewAre you looking for a an
J.P. Morgan Wealth Management - Private Client Advisor - Chicago Lake County East Market
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong com
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved