Personal Banker Jobs

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

December 17, 2025

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
Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships
Provide Tellers and other branch staff with coaching and guidance on products and special programs
Understand and comply with Citibank policies, standards and procedures
Appropriately assess risk when business decisions are made

What we offer

Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages including vacation, sick leave, and paid holidays
Discretionary and formulaic incentive and retention awards

Fulltime

!

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

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

Cash Management Sales Officer

The Cash Management Sales Officer is a developing professional role. Deals with ...

Location

Mexico , Zapopan

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-5 years commercial banking or relevant experience
Bachelors/University degree or equivalent experience

Job Responsibility

Provide direct sales support to Treasury Consultants in covered markets
Places focus on revenue generating activities associated with the sale of Treasury Products and Services
Prepares 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
Provides 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
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

Fulltime

Cash Management Sales Officer

The Cash Management Sales Officer is a developing professional role that integra...

Location

Mexico , Cuernavaca

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-5 years commercial banking or relevant experience
Bachelors/University degree or equivalent experience
experience in atención a clientes de Gobierno e Instituciones
experience in venta de soluciones de Tesorería cobranza y pagos

Job Responsibility

Provide direct sales support to Treasury Consultants in covered markets
focus on revenue generating activities associated with the sale of Treasury Products and Services
prepare proposals and pricing analysis
assist with RFPs and presentations
coordinate credit approvals and exception pricing
coordinate data input for tracking pipeline and activity
establish and maintain relationships with Treasury Consultants and Bankers that are directly supported
provide coverage on product sales related inquiries from Treasury Sales, Bankers, other internal partners and clients
join Treasury Consultant on in person sales calls or conference calls when appropriate
assess risk when business decisions are made, demonstrating consideration for compliance with applicable laws, rules, and regulations

Fulltime

Credit Financing - Collateralized Loan Obligation - Vice President

The Underwriter is a strategic professional who contributes to credit strategies...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10 years previous credit authority experience within a financial institution and familiarity working in regulatory, compliance, policy environment
Proven analytical skills including the ability to assess structural components of individual transactions, quality of underlying pool assets, and asset managers' capabilities, strategies, underwriting, portfolio management, and track records
Demonstrated knowledge of structured finance/securitization of Private Credit, Middle Market or Broadly Syndicated Loans along with leveraged loans, high yield credits and ability to deal with complex and variable issues where development of an approach/ action involves weighing various alternatives and balancing potentially conflicting needs
Good analytical skills in filtering, prioritizing and validating potentially complex material from multiple sources
Excellent organizational skills, prioritizing capabilities, attention to detail, and the ability to complete assignments within required deadlines in a fast-paced environment
Effective interpersonal and written/verbal communication skills
Pro-active disposition with ability to work autonomously and within a team
proficiency with various business applications (e.g., Excel, Word, PowerPoint)
Experience in technology or operation/process enhancements

Job Responsibility

Appropriately assess credit risk and other risk considerations when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup's 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
Interface with and support bankers in underwriting requests for credit extensions of securitization facilities for new and existing clients with ownership responsibilities for sound credit decisions and compliance with internal procedures/credit risk policy guidelines and standards
Participate in due diligence and prepare a detailed written credit memo for periodic monitoring including annual reviews and quarterly memos on existing transaction that includes detailed analysis of the business terms, structural elements, strengths and prevailing risk factors, asset types, and compliance with internal underwriting guidelines in rendering a final credit recommendation to Risk
Perform ongoing monitoring of individual transaction and portfolio trends in a timely fashion
Keep abreast of latest research and developments in industry, product, and rating agency criteria
Maintain familiarity and compliance with Citibank Wholesale Credit Risk policies/standards/procedures and regulatory policies to ensure the business unit is in adherence to the above and receives satisfactory ratings from internal and external auditors and/or reviewers
Assists business unit goals by continuous identification of process improvements and efficiencies that reduce costs and improve customer service levels. Work with management team on prioritization and implementation of approved actions

What we offer

Global workforce benefits
Work-life balance support

Fulltime

Vp corporate fx sales and solutions - markets

World-class solutions that are as diverse as the needs of our clients. With trad...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Degree in Business related discipline
Minimum 8+ years of experience in sales/banking
Prior experience in a markets or banking sales/coverage role
In-depth knowledge and understanding of Markets products across FX and other Solutions businesses
Working knowledge of financial accounting principles, company balance sheets and understanding of corporate finance
Strong analytical skills, with an eye for details coupled with good oral/written communication skills
Strong interpersonal skills and a good team player who is flexible and adaptable, able to work within a dynamic team
Comfortable handling multiple tasks, projects, initiatives simultaneously in a timely manner
Self motivated individual, highly resourceful
Sets and achieves results with minimum support and is decisive

Job Responsibility

Work in close liaison with the coverage banker team to deliver a coordinated business strategy across products, clients and delivery channels
Deliver best in class solutions to clients across FX, Risk Management Solutions and originate multi asset opportunities
Achieve ambitious personal and team goals in both market and wallet share from the identified client franchise, originate and execute meaningful and landmark transactions
Assist clients on non-market risk management challenges, for example, balance sheet, cash-flow/earnings risk analysis and strategic, episodic driven hedging discussions
Develop a deep and broad personal “trusted advisor” relationship with primary clients, aiming to a foster a strong relationship with key top-level decision makers
Fostering an environment of collaboration through interfacing with appropriate internal partners to enhance share of mind with clients, increase dialogue and to deliver on expertise
Strive to deliver efficient FX execution solutions and to increase E-penetration
Appropriately assess risk/reward of transactions when making business decisions
demonstrating proper consideration for the firm’s reputation
Ensure all desk activities are carried out in compliance with all applicable laws and regulations, including internal Citi policies, and to the highest ethical standards

Fulltime

Personal Banker

Robert Half

Location:
United States, Midland

Category:
Banking

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 24, 2025

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Personal Banker

Personal Banker

Personal Banker

Commercial Lending Relationship Manager

Client Executive Specialist

Cash Management Sales Officer

Cash Management Sales Officer

Credit Financing - Collateralized Loan Obligation - Vice President

Vp corporate fx sales and solutions - markets

Personal Banker

Robert Half

Location:United States, Midland

Category:Banking

Contract Type:Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:March 24, 2025

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Personal Banker

Personal Banker

Personal Banker

Commercial Lending Relationship Manager

Client Executive Specialist

Cash Management Sales Officer

Cash Management Sales Officer

Credit Financing - Collateralized Loan Obligation - Vice President

Vp corporate fx sales and solutions - markets

Location:
United States, Midland

Category:
Banking

Contract Type:
Employment contract

Job Posted:
March 24, 2025