156 Safe Act jobs in the United States
Mortgage Representative (SAFE Act)
75062 Irving, Texas
Citigroup
Posted 17 days ago
Job Viewed
Job Description
The Mortgage Rep SAFE Act performs relatively complex assignments. Has direct impact on the business by ensuring the quality of the tasks or services provided. Works under little to no direct supervision. May service an expansive and/or diverse array of products/services. Applies working knowledge of technical and professional principles and concepts and in depth knowledge of team objectives. Understands how assigned duties contribute to the work of the team/unit and how the units coordinate their efforts and resources to achieve the objectives of the function. Ensures the quality and service of self and others. May recommend new options to enhance productivity in accordance with guidelines. Requires tact and diplomacy when exchanging complex or sensitive information with others. Is sensitive to audience diversity. Basic knowledge of the organization, the business and its policies required. Typically responsible for resolving basic to moderately complex problems based on practice and precedence. Able to assess applicability of similar experiences and evaluate options under circumstances not covered by procedures.
**Responsibilities:**
+ Conducts inbound/outbound sales calls consulting customers on available loan products while exercising independent judgment by pre-qualifying financial clients.
+ Establish trust and build rapport with clients.
+ Understand, articulate, and educate clients on financial calculations, rates, and pricing.
+ Analyze applicant financial status, credit and property to identify home loan solutions.
+ Articulate cross-sell/cross referral opportunities .
+ Strict adherence to phone schedules.
+ Understand and manage underwriting, government, and compliance guidelines.
+ Utilize systems to maintain product knowledge, register loans effectively & manage pipeline
+ Actively manage leads to meet targeted conversion rates.
+ Partner with operations teams to provide exceptional service throughout the loan process from application to close.
+ Compile appropriate documentation and communicate with customer during the process.
+ 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:**
+ 2-4 years previous sales or finance experience preferred
+ Sales oriented individual proficient with the following skills: professional oral and written communication, interpersonal, relationship building, follow up, computer experience and analytical thinking and problem solving.
+ Must have the ability to multi-task, be detail oriented & results driven.
**Education:**
+ High School diploma or equivalent
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities. As part of this registration process, you must be fingerprinted unless you have fingerprints are on file with NMLS Registry that are less than 3 years old. This position further requires that you maintain and renew that registration on an annual basis, update registration information with the Registry on a timely basis, and provide your unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
---
**Job Family Group:**
Consumer Sales
---
**Job Family:**
Telesales
---
**Time Type:**
Full time
---
**Primary Location:**
Irving Texas United States
---
**Primary Location Full Time Salary Range:**
$60,000.00 - $60,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
**Anticipated Posting Close Date:**
Aug 13, 2025
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_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 ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
**Responsibilities:**
+ Conducts inbound/outbound sales calls consulting customers on available loan products while exercising independent judgment by pre-qualifying financial clients.
+ Establish trust and build rapport with clients.
+ Understand, articulate, and educate clients on financial calculations, rates, and pricing.
+ Analyze applicant financial status, credit and property to identify home loan solutions.
+ Articulate cross-sell/cross referral opportunities .
+ Strict adherence to phone schedules.
+ Understand and manage underwriting, government, and compliance guidelines.
+ Utilize systems to maintain product knowledge, register loans effectively & manage pipeline
+ Actively manage leads to meet targeted conversion rates.
+ Partner with operations teams to provide exceptional service throughout the loan process from application to close.
+ Compile appropriate documentation and communicate with customer during the process.
+ 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:**
+ 2-4 years previous sales or finance experience preferred
+ Sales oriented individual proficient with the following skills: professional oral and written communication, interpersonal, relationship building, follow up, computer experience and analytical thinking and problem solving.
+ Must have the ability to multi-task, be detail oriented & results driven.
**Education:**
+ High School diploma or equivalent
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities. As part of this registration process, you must be fingerprinted unless you have fingerprints are on file with NMLS Registry that are less than 3 years old. This position further requires that you maintain and renew that registration on an annual basis, update registration information with the Registry on a timely basis, and provide your unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
---
**Job Family Group:**
Consumer Sales
---
**Job Family:**
Telesales
---
**Time Type:**
Full time
---
**Primary Location:**
Irving Texas United States
---
**Primary Location Full Time Salary Range:**
$60,000.00 - $60,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
**Anticipated Posting Close Date:**
Aug 13, 2025
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_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 ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
View Now
0
Senior Wealth Advisor SAFE ACT
33075 Coral Springs, Florida
Citigroup
Posted 1 day ago
Job Viewed
Job Description
The Financial Advisor is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.
**Responsibilities:**
+ Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States.
+ Manage accounts of high net worth investors and jointly develop financial strategies with the Private Bankers.
+ Conduct sophisticated economic and financial market analyses.
+ Analyze economic trends/activities and advise the effects on the investors' portfolios
+ Recommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios.
+ Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
+ Develop relationships and generate ideas with the Bankers and the clients that will lead to the growth of the asset base.
+ 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:**
+ 6-10 years of experience
+ NYSE Series 7 and 66 licenses and additional licensing as needed
+ Proficient in software applications (ex. Microsoft Word, Excel.
+ Knowledge of Bloomberg a definite asset
+ Ability to communicate with co-workers and clients.
+ Excellent written and communication skills.
+ Strong financial background
**Education:**
+ Bachelor's/University degree, Master's degree preferred
---
**Job Family Group:**
Private Client Coverage
---
**Job Family:**
Financial Planning Services
---
**Time Type:**
Full time
---
**Primary Location:**
Coral Springs Florida United States
---
**Primary Location Full Time Salary Range:**
$70,000.00 - $70,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
**Anticipated Posting Close Date:**
Aug 29, 2025
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_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 ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
**Responsibilities:**
+ Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States.
+ Manage accounts of high net worth investors and jointly develop financial strategies with the Private Bankers.
+ Conduct sophisticated economic and financial market analyses.
+ Analyze economic trends/activities and advise the effects on the investors' portfolios
+ Recommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios.
+ Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
+ Develop relationships and generate ideas with the Bankers and the clients that will lead to the growth of the asset base.
+ 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:**
+ 6-10 years of experience
+ NYSE Series 7 and 66 licenses and additional licensing as needed
+ Proficient in software applications (ex. Microsoft Word, Excel.
+ Knowledge of Bloomberg a definite asset
+ Ability to communicate with co-workers and clients.
+ Excellent written and communication skills.
+ Strong financial background
**Education:**
+ Bachelor's/University degree, Master's degree preferred
---
**Job Family Group:**
Private Client Coverage
---
**Job Family:**
Financial Planning Services
---
**Time Type:**
Full time
---
**Primary Location:**
Coral Springs Florida United States
---
**Primary Location Full Time Salary Range:**
$70,000.00 - $70,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
**Anticipated Posting Close Date:**
Aug 29, 2025
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_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 ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
View Now
1
Personal Banker - SAFE Act - BLOOMINGDALE
60108 Bloomingdale, Illinois
Citigroup
Posted 2 days ago
Job Viewed
Job Description
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 experience
Multi-lingual Arabic speaking preferred.
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:**
Bloomingdale Illinois United States
---
**Primary Location Full Time Salary Range:**
$4,100.00 - 75,500.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
**Anticipated Posting Close Date:**
Sep 14, 2025
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_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 ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
**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 experience
Multi-lingual Arabic speaking preferred.
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:**
Bloomingdale Illinois United States
---
**Primary Location Full Time Salary Range:**
$4,100.00 - 75,500.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
**Anticipated Posting Close Date:**
Sep 14, 2025
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_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 ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
View Now
2
HNW Private Banker SAFE Act
33126 Flagami, Florida
Citigroup
Posted 2 days ago
Job Viewed
Job Description
**HNW Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. HNW Private Bankers are able to add value to clients by building and drawing upon a network of internal resources, often global, to achieve desired results.** Successful Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by complying with relevant policies, procedures, and country legal/regulatory requirements.
**Job Requirements**
**New Client and Business Development**
+ Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending
+ Create sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors
+ Prospecting - generate leads and develop prospects, network to identify referrals to new clients/prospects
+ Profile, qualify, and convert prospects into CPB clients.
+ Identify and execute on new business opportunities with existing clients
+ Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects
+ Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood
**Relationship Management**
+ Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters
+ Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients
+ Manage client expectations regarding what can and cannot be executed on their behalf
+ Ensure financial strategies are kept current and appropriately aligned with client objectives
+ Understand and communicate the risk involved with financial and investment strategies
+ Ensure all client inquiries and problems are handled effectively and resolved
+ Help team members to acquire experience and establish credibility with clients
**Compliance Oversight and Controls**
+ Comply with all regulatory policies and control procedures regarding client transactions and suitability
+ Oversee and ensure compliance with the following processes: Investment Objective Setting (IOS), Client Risk Profile (CRF), Periodic Client Reviews
+ Oversee and ensure clients are on-boarded appropriately including all required documentation is complete and accurate
**Skills and Knowledge**
+ Client facing experience, preferably in the financial services industry. Strong knowledge of investments, banking and credit products
+ Strong knowledge of financial industry and current market conditions
+ Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills
+ Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing
+ Ability to understand, utilize and learn computer and web based applications
**Qualifications and Education**
+ Licensing: Series 7 & 66 (or 63 & 65)
+ BA plus relevant financial services experience required.
---
**Job Family Group:**
Private Client Coverage
---
**Job Family:**
Private Banker
---
**Time Type:**
Full time
---
**Primary Location:**
Miami Florida United States
---
**Primary Location Full Time Salary Range:**
$170,000.00 - $300,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Anticipated Posting Close Date:**
Mar 06, 2025
---
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 ( .
View the "EEO is the Law ( " poster. View the EEO is the Law Supplement ( .
View the EEO Policy Statement ( .
View the Pay Transparency Posting ( is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
**Job Requirements**
**New Client and Business Development**
+ Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending
+ Create sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors
+ Prospecting - generate leads and develop prospects, network to identify referrals to new clients/prospects
+ Profile, qualify, and convert prospects into CPB clients.
+ Identify and execute on new business opportunities with existing clients
+ Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects
+ Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood
**Relationship Management**
+ Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters
+ Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients
+ Manage client expectations regarding what can and cannot be executed on their behalf
+ Ensure financial strategies are kept current and appropriately aligned with client objectives
+ Understand and communicate the risk involved with financial and investment strategies
+ Ensure all client inquiries and problems are handled effectively and resolved
+ Help team members to acquire experience and establish credibility with clients
**Compliance Oversight and Controls**
+ Comply with all regulatory policies and control procedures regarding client transactions and suitability
+ Oversee and ensure compliance with the following processes: Investment Objective Setting (IOS), Client Risk Profile (CRF), Periodic Client Reviews
+ Oversee and ensure clients are on-boarded appropriately including all required documentation is complete and accurate
**Skills and Knowledge**
+ Client facing experience, preferably in the financial services industry. Strong knowledge of investments, banking and credit products
+ Strong knowledge of financial industry and current market conditions
+ Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills
+ Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing
+ Ability to understand, utilize and learn computer and web based applications
**Qualifications and Education**
+ Licensing: Series 7 & 66 (or 63 & 65)
+ BA plus relevant financial services experience required.
---
**Job Family Group:**
Private Client Coverage
---
**Job Family:**
Private Banker
---
**Time Type:**
Full time
---
**Primary Location:**
Miami Florida United States
---
**Primary Location Full Time Salary Range:**
$170,000.00 - $300,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Anticipated Posting Close Date:**
Mar 06, 2025
---
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 ( .
View the "EEO is the Law ( " poster. View the EEO is the Law Supplement ( .
View the EEO Policy Statement ( .
View the Pay Transparency Posting ( is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
View Now
3
Mortgage Lending Officer -SAFE Act
33417 Lake Belvedere Estates, Florida
Citigroup
Posted 2 days ago
Job Viewed
Job Description
Job Description
The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.
Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management.
Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers.
Responsibilities:
+ Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals.
+ Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history.
+ Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution.
+ Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives
+ Advise customers about the consequences, risks, and benefits of alternative lending solutions.
+ Promote Citi's brand, and promote Citi as the provider for lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers.
+ Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors.
+ Work as a team with all internal partners to support and grow our customers.
+ Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals.
+ Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters.
+ Work with Processors/Closers and customers to ensure the timely closing of the customer's loan.
+ Go outside to key referral relationships (Realtors, CPA's, Builders, etc). to drive mortgage business into the bank.
+ Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc.
+ Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals
+ 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:
+ 2-5 years relevant experience
+ 3+ years previous mortgage sales experience required
+ Residential Mortgage experience required
+ Established book of business
+ Proven product sales capability is required.
+ FHA/VA & conventional loan experience is preferred
+ The ability to comprehend and explain financial calculations and pricing alternatives.
+ The ability to communicate with customers about the proper documents and information needed to obtain a particular loan.
+ Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA.
+ Demonstrated customer service skills
+ Strong relationship development and management skills
+ Expertise of general lending products and overall mortgage industry.
+ This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities,
Education:
+ Bachelor's/University degree or equivalent experience
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities. As part of this registration process, you must be fingerprinted unless you have fingerprints are on file with NMLS Registry that are less than 3 years old. This position further requires that you maintain and renew that registration on an annual basis, update registration information with the Registry on a timely basis, and provide your unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
---
**Job Family Group:**
Consumer Sales
---
**Job Family:**
Consumer Product Sales
---
**Time Type:**
---
**Primary Location:**
West Palm Beach Florida United States
---
**Primary Location Full Time Salary Range:**
$90,000.00 - $90,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Anticipated Posting Close Date:**
Mar 12, 2025
---
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 ( .
View the "EEO is the Law ( " poster. View the EEO is the Law Supplement ( .
View the EEO Policy Statement ( .
View the Pay Transparency Posting ( is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.
Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management.
Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers.
Responsibilities:
+ Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals.
+ Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history.
+ Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution.
+ Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives
+ Advise customers about the consequences, risks, and benefits of alternative lending solutions.
+ Promote Citi's brand, and promote Citi as the provider for lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers.
+ Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors.
+ Work as a team with all internal partners to support and grow our customers.
+ Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals.
+ Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters.
+ Work with Processors/Closers and customers to ensure the timely closing of the customer's loan.
+ Go outside to key referral relationships (Realtors, CPA's, Builders, etc). to drive mortgage business into the bank.
+ Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc.
+ Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals
+ 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:
+ 2-5 years relevant experience
+ 3+ years previous mortgage sales experience required
+ Residential Mortgage experience required
+ Established book of business
+ Proven product sales capability is required.
+ FHA/VA & conventional loan experience is preferred
+ The ability to comprehend and explain financial calculations and pricing alternatives.
+ The ability to communicate with customers about the proper documents and information needed to obtain a particular loan.
+ Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA.
+ Demonstrated customer service skills
+ Strong relationship development and management skills
+ Expertise of general lending products and overall mortgage industry.
+ This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities,
Education:
+ Bachelor's/University degree or equivalent experience
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities. As part of this registration process, you must be fingerprinted unless you have fingerprints are on file with NMLS Registry that are less than 3 years old. This position further requires that you maintain and renew that registration on an annual basis, update registration information with the Registry on a timely basis, and provide your unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
---
**Job Family Group:**
Consumer Sales
---
**Job Family:**
Consumer Product Sales
---
**Time Type:**
---
**Primary Location:**
West Palm Beach Florida United States
---
**Primary Location Full Time Salary Range:**
$90,000.00 - $90,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Anticipated Posting Close Date:**
Mar 12, 2025
---
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 ( .
View the "EEO is the Law ( " poster. View the EEO is the Law Supplement ( .
View the EEO Policy Statement ( .
View the Pay Transparency Posting ( is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
View Now
4
Associate Banker SAFE Act - C12
75219 Dallas, Texas
Citigroup
Posted 3 days ago
Job Viewed
Job Description
The Associate Banker SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
**Responsibilities:**
+ Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments
+ Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
+ Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
+ Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
+ Assist the Banker in deepening the existing client relationship through deep-dive analysis
+ Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
+ Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.
+ Provide complete service support to client, including solving complex client inquiries
+ Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated
+ 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:**
+ 5-8 years of experience
+ Knowledge of investments is required; banking and credit products desirable
+ Ability to manage relationships both internal and external; Ability to multi-task
**Education:**
+ Bachelor's/University degree or equivalent experience
---
**Job Family Group:**
Private Client Coverage
---
**Job Family:**
Private Banker Support
---
**Time Type:**
Full time
---
**Primary Location:**
Dallas Texas United States
---
**Primary Location Full Time Salary Range:**
$88,400.00 - $140,400.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Anticipated Posting Close Date:**
Nov 21, 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.
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 ( .
View the "EEO is the Law ( " poster. View the EEO is the Law Supplement ( .
View the EEO Policy Statement ( .
View the Pay Transparency Posting ( is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
**Responsibilities:**
+ Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments
+ Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
+ Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
+ Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
+ Assist the Banker in deepening the existing client relationship through deep-dive analysis
+ Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
+ Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.
+ Provide complete service support to client, including solving complex client inquiries
+ Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated
+ 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:**
+ 5-8 years of experience
+ Knowledge of investments is required; banking and credit products desirable
+ Ability to manage relationships both internal and external; Ability to multi-task
**Education:**
+ Bachelor's/University degree or equivalent experience
---
**Job Family Group:**
Private Client Coverage
---
**Job Family:**
Private Banker Support
---
**Time Type:**
Full time
---
**Primary Location:**
Dallas Texas United States
---
**Primary Location Full Time Salary Range:**
$88,400.00 - $140,400.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Anticipated Posting Close Date:**
Nov 21, 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.
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 ( .
View the "EEO is the Law ( " poster. View the EEO is the Law Supplement ( .
View the EEO Policy Statement ( .
View the Pay Transparency Posting ( is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
View Now
5
AVP Relationship Officer SAFE Act
20080 Washington, District Of Columbia
Citigroup
Posted 3 days ago
Job Viewed
Job Description
The Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits' Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
**Responsibilities:**
+ Lead client onboarding and account opening efforts as a part of our core client coverage team
+ Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated experience
+ Act as the main point of contact / guidance for clients going through the KYC onboarding and account opening process
+ Provide the highest level of customer service and teamwork to our clients
+ Possess an expert knowledge in Citi's client onboarding and account opening policies, procedures, and applications
+ Ensure all documentation received is current, accurate and complete.
+ Fulfill all requests in a timely manner
+ Liaise with product and functional partners to ensure requests are completed while maintaining constant communication with the client
+ Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure client requests are understood and appropriately prioritized and executed accurately
+ Appropriately assess risk when business decisions are made, demonstrating 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:**
+ 3-7 years of relevant experience
+ Self-motivated and proactive
+ Highly developed attention to detail
+ Ability to manage multiple concurrent deadlines in a dynamic environment and work under tight deadlines
+ Excellent verbal and written communication skills
**Education:**
+ Bachelor's/University degree or equivalent experience
---
**Job Family Group:**
Private Client Coverage
---
**Job Family:**
Client Onboarding
---
**Time Type:**
Full time
---
**Primary Location:**
Washington District Of Columbia United States
---
**Primary Location Full Time Salary Range:**
$94,000.00 - $141,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
**Anticipated Posting Close Date:**
Aug 26, 2025
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_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 ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
**Responsibilities:**
+ Lead client onboarding and account opening efforts as a part of our core client coverage team
+ Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated experience
+ Act as the main point of contact / guidance for clients going through the KYC onboarding and account opening process
+ Provide the highest level of customer service and teamwork to our clients
+ Possess an expert knowledge in Citi's client onboarding and account opening policies, procedures, and applications
+ Ensure all documentation received is current, accurate and complete.
+ Fulfill all requests in a timely manner
+ Liaise with product and functional partners to ensure requests are completed while maintaining constant communication with the client
+ Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure client requests are understood and appropriately prioritized and executed accurately
+ Appropriately assess risk when business decisions are made, demonstrating 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:**
+ 3-7 years of relevant experience
+ Self-motivated and proactive
+ Highly developed attention to detail
+ Ability to manage multiple concurrent deadlines in a dynamic environment and work under tight deadlines
+ Excellent verbal and written communication skills
**Education:**
+ Bachelor's/University degree or equivalent experience
---
**Job Family Group:**
Private Client Coverage
---
**Job Family:**
Client Onboarding
---
**Time Type:**
Full time
---
**Primary Location:**
Washington District Of Columbia United States
---
**Primary Location Full Time Salary Range:**
$94,000.00 - $141,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
**Anticipated Posting Close Date:**
Aug 26, 2025
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_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 ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
View Now
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6
Personal Banker SAFE Act - ALBERTSON
11507 Albertson, New York
Citigroup
Posted 4 days ago
Job Viewed
Job Description
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 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:**
Albertson New York United States
---
**Primary Location Full Time Salary Range:**
$1,280.00 - 85,520.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
**Anticipated Posting Close Date:**
Aug 26, 2025
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_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 ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
**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 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:**
Albertson New York United States
---
**Primary Location Full Time Salary Range:**
$1,280.00 - 85,520.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
**Anticipated Posting Close Date:**
Aug 26, 2025
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_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 ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
View Now
7
Wealth Relationship Manager SAFE Act
22040 Falls Church, Virginia
Citigroup
Posted 4 days ago
Job Viewed
Job Description
The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
**Responsibilities:**
+ Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills.
+ Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
+ With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.
+ Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
+ Master referral opportunities to grow portfolio.
+ Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
+ Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
+ Organize client events to enhance client bonding.
+ Acquire new clients through converting referral leads.
+ Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
+ Ensure that KYC/AML and other compliance norms are strictly adhered to
+ Partner with all roles on branch team to ensure all clients have a positive in-branch experience
+ 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:**
+ 5-8 years of experience
+ Strong analytical and financial skills
+ Strong verbal and written communication skills
+ Organized with strong attention to detail
+ Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred
+ Basic understanding of investment and financial planning strategies preferred
+ Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
+ US: Current Registration for FINRA series 6, 63, and 65 are required for the role. Individuals with Series 7 and 66 or equivalent are encouraged to apply.
+ Insurance group 1 required; will give 120 days to obtain if not already held.
+ This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
**Education:**
+ Bachelor's/University degree or equivalent experience
---
**Job Family Group:**
Private Client Coverage
---
**Job Family:**
Financial Planning Services
---
**Time Type:**
Full time
---
**Primary Location:**
Falls Church Virginia United States
---
**Primary Location Full Time Salary Range:**
$83,920.00 - $125,880.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
**Anticipated Posting Close Date:**
Jul 07, 2025
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_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 ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
**Responsibilities:**
+ Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills.
+ Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
+ With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.
+ Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
+ Master referral opportunities to grow portfolio.
+ Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
+ Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
+ Organize client events to enhance client bonding.
+ Acquire new clients through converting referral leads.
+ Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
+ Ensure that KYC/AML and other compliance norms are strictly adhered to
+ Partner with all roles on branch team to ensure all clients have a positive in-branch experience
+ 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:**
+ 5-8 years of experience
+ Strong analytical and financial skills
+ Strong verbal and written communication skills
+ Organized with strong attention to detail
+ Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred
+ Basic understanding of investment and financial planning strategies preferred
+ Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
+ US: Current Registration for FINRA series 6, 63, and 65 are required for the role. Individuals with Series 7 and 66 or equivalent are encouraged to apply.
+ Insurance group 1 required; will give 120 days to obtain if not already held.
+ This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
**Education:**
+ Bachelor's/University degree or equivalent experience
---
**Job Family Group:**
Private Client Coverage
---
**Job Family:**
Financial Planning Services
---
**Time Type:**
Full time
---
**Primary Location:**
Falls Church Virginia United States
---
**Primary Location Full Time Salary Range:**
$83,920.00 - $125,880.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
**Anticipated Posting Close Date:**
Jul 07, 2025
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_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 ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
View Now
8
Loan Officer Assistant (SAFE Act)
12019 Ballston Lake, New York
M&T Bank
Posted 24 days ago
Job Viewed
Job Description
**Overview:**
Acts in a liaison capacity for mortgage originators and customers providing follow-up and resolution to questions and concerns. Provide general sales, marketing and operational support for assigned mortgage originator. Adhere to the requirements of federal registration under the SAFE Act.
**Primary Responsibilities:**
+ Assist Loan Officer in developing and managing a referral source, prospect and customer base.
+ Assist Loan Officer in developing and implementing marketing/sales support programs to develop new business.
+ Interact with customers to complete the application process, ensure all necessary supporting loan documentation is obtained and accurate.
+ Provide follow-up on loan conditions as required by commitment letter.
+ Interact with Production department personnel (processors, underwriters, closers) to ensure loan application file is complete, loan documentation is satisfactory, conditions are met and loan can close within required time frames.
+ Serve as communication liaison between customer, M&T Corporation and loan officer. Initiating and answering calls to/from customers as required in a prompt, courteous and professional manner.
+ Maintain and organize current and required loan documents for all loan programs as needed.
+ Take loan applications as necessary and input loan data into processing system via laptop.
+ Assist Loan Officer in providing required reporting as needed.
+ Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
+ Promote an environment that supports belonging and reflects the M&T Bank brand.
+ Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
+ Responsible for meeting and maintaining registration requirements under the Federal SAFE Act.
+ Complete other related duties as assigned.
**Scope of Responsibilities:**
Incumbent works under general supervision.
In many cases, incumbent will be the point of contact for customer to complete application process and for follow-up for outstanding items needed to provide a complete loan application for processing.
Responsibility to establish and maintain federal registration requirements outlined in the SAFE Act.
Answer customer phone calls in courteous and professional manner.
**Supervisory/Managerial Responsibilities:**
Not Applicable.
**Education and Experience Required:**
High school diploma (or equivalent) or equivalent work experience.
Knowledge of Secondary Marketing requirements.
Knowledge of FHA/VA regulations.
Knowledge of Bank products and services.
Strong organizational skills with ability to manage multiple priorities.
Excellent verbal and written communications skills.
Flexible to travel within region and work overtime and/or flexible schedule as needed.
**Education and Experience Preferred:**
Prior mortgage experience.
Knowledge of software utilized by department.
Knowledge of Bank products and services.
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.00 - $28.11 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
**Location**
Ballston Lake, New York, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
Acts in a liaison capacity for mortgage originators and customers providing follow-up and resolution to questions and concerns. Provide general sales, marketing and operational support for assigned mortgage originator. Adhere to the requirements of federal registration under the SAFE Act.
**Primary Responsibilities:**
+ Assist Loan Officer in developing and managing a referral source, prospect and customer base.
+ Assist Loan Officer in developing and implementing marketing/sales support programs to develop new business.
+ Interact with customers to complete the application process, ensure all necessary supporting loan documentation is obtained and accurate.
+ Provide follow-up on loan conditions as required by commitment letter.
+ Interact with Production department personnel (processors, underwriters, closers) to ensure loan application file is complete, loan documentation is satisfactory, conditions are met and loan can close within required time frames.
+ Serve as communication liaison between customer, M&T Corporation and loan officer. Initiating and answering calls to/from customers as required in a prompt, courteous and professional manner.
+ Maintain and organize current and required loan documents for all loan programs as needed.
+ Take loan applications as necessary and input loan data into processing system via laptop.
+ Assist Loan Officer in providing required reporting as needed.
+ Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
+ Promote an environment that supports belonging and reflects the M&T Bank brand.
+ Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
+ Responsible for meeting and maintaining registration requirements under the Federal SAFE Act.
+ Complete other related duties as assigned.
**Scope of Responsibilities:**
Incumbent works under general supervision.
In many cases, incumbent will be the point of contact for customer to complete application process and for follow-up for outstanding items needed to provide a complete loan application for processing.
Responsibility to establish and maintain federal registration requirements outlined in the SAFE Act.
Answer customer phone calls in courteous and professional manner.
**Supervisory/Managerial Responsibilities:**
Not Applicable.
**Education and Experience Required:**
High school diploma (or equivalent) or equivalent work experience.
Knowledge of Secondary Marketing requirements.
Knowledge of FHA/VA regulations.
Knowledge of Bank products and services.
Strong organizational skills with ability to manage multiple priorities.
Excellent verbal and written communications skills.
Flexible to travel within region and work overtime and/or flexible schedule as needed.
**Education and Experience Preferred:**
Prior mortgage experience.
Knowledge of software utilized by department.
Knowledge of Bank products and services.
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.00 - $28.11 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
**Location**
Ballston Lake, New York, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
View Now
9