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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:</u

Join Us in Making an Impact ✨ At OneAZ Credit Union, our success is measured only by yours. We’re here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpose, where your work truly matters—you've found it! Who You Are 🧩 You’re impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like you, let’s build something great together. What You’ll Do 🚀 📍This position will be located at our Oro Valley Branch: 10718 N Oracle Rd, Oro Valley, AZ 85737 OneAZ's Personal Bankers emulate the Credit Union's Core Values by building relationships with members, and providing trusted advice in discovering, growing, and fulfilling our members' financial lives and livelihood. Develop in-depth knowledge of OneAZ's business goals, branch operations, products, and marketing campaigns. Fulfill members' best interests by opening accounts, learning their financial needs, and identifying OneAZ products and solutions. Onboard new members by opening accounts, facilitating loans, and following up with client-focused outreach. Build relationships, rapport, and OneAZ's brand in the community, including attending and supporting events and activities. Analyze member financial information, such as financial profile. Facilitate completing member loan applications for submission to underwriting. Conduct loan closings with members. Support members' banking efficiently through internet, mobile app, branch, and ATM channels. Expand customer base by networking with existing and prospective new members. Conduct teller activity and transactions, according to branch business needs. What You Bring 🎯 High School Diploma or General Educational Development (GED) required. One to three

Personal Banker SAFE Act - Beford Village Branch — Bedford Village New York United States. Apply via Workday.

Join Us in Making an Impact ✨ At OneAZ Credit Union, our success is measured only by yours. We’re here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpose, where your work truly matters—you've found it! Who You Are 🧩 You’re impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like you, let’s build something great together. What You’ll Do 🚀 📍This position will be located at our Corporate Office: 2355 W Pinnacle Peak Rd, Phoenix, AZ 85027 *** Please be advised that this is NOT a remote position. The person who fills this role will work in-office. *** This position will work in a call center environment dedicated to meeting our members' loan origination and deposit account needs. This position will respond to incoming calls, chats, online applications, or applications from our branches from members who are interested in applying for consumer loans, which includes but not limited to lines of credit, vehicle loans, credit card products, equity mortgage loans and deposit accounts (checking & savings). The position will also be responsible for making daily outbound leads calls to bring in new members and cross-sell additional products and services. This position will develop a pipeline of consumer loans and deposit accounts that they will manage through funding. Individuals in this role will partner closely with other Member Care associates, Mortgage Loan Originators and back-office support staff. Essential Functions Process new members and deposit account applications from members/prospective members that have applied via the web or phone channel. Gather the necessary information to complete deposit account applications to funding. Respond to new membe

Join Us in Making an Impact ✨ At OneAZ Credit Union, our success is measured only by yours. We’re here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpose, where your work truly matters—you've found it! Who You Are 🧩 You’re impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like you, let’s build something great together. What You’ll Do 🚀 📍 This position will be located at our Safford Branch: 280 W Main St. Safford, AZ 85546 OneAZ's Personal Bankers emulate the Credit Union's Core Values by building relationships with members, and providing trusted advice in discovering, growing, and fulfilling our members' financial lives and livelihood. Develop in-depth knowledge of OneAZ's business goals, branch operations, products, and marketing campaigns. Fulfill members' best interests by opening accounts, learning their financial needs, and identifying OneAZ products and solutions. Onboard new members by opening accounts, facilitating loans, and following up with client-focused outreach. Build relationships, rapport, and OneAZ's brand in the community, including attending and supporting events and activities. Analyze member financial information, such as financial profile. Facilitate completing member loan applications for submission to underwriting. Conduct loan closings with members. Support members' banking efficiently through internet, mobile app, branch, and ATM channels. Expand customer base by networking with existing and prospective new members. Conduct teller activity and transactions, according to branch business needs. What You Bring 🎯 High School Diploma or General Educational Development (GED) required. One to three years' re

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:</u

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Personal Banker SAFE Act, Fremont/ Union City Area, Officer (Bilingual Mandarin Preferred) — 2 Locations. Apply via Workday.

Personal Banker SAFE Act - Armonk Branch — Armonk New York United States. Apply via Workday.