Top 11 Financial officer Jobs in Fresno, Ca

Personal Banker SAFE ACT, Clovis Branch, Officer
Citi —Clovis, CA
- $54,100 - $75,500 a year
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid holidays
- Disability insurance
Chief Financial Officer
Table Mountain Casino —Friant, CA
- 7 years
- Windows
- 21 years or older
Quick Apply
Personal Banker SAFE Act, Selma Branch, Officer
Citi —Selma, CA
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
Senior Credit Officer
WESTAMERICA BANK —Fresno, CA
- $70,304 - $89,000 a year
- Full-time
- Office
- Senior level
- Commercial
Quick Apply
Community Reinvestment Officer
Community West Bank —Fresno, CA
- $91,800 - $120,000 a year
- Full-time
- Microsoft Excel
- 5 years
- Writing skills
Quick Apply
Chief Financial Officer (CFO) - Project Based
United States —United States
- CPA
- Master's degree
- Bachelor's degree
- Health insurance
- Dental insurance

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Personal Banker SAFE ACT, Clovis Branch, Officer

Citi -
Clovis, CA

Apply Now

Job Details

Full-time
$54,100 - $75,500 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Customer communication

Full Job Description

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

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:

Clovis California United States

Primary Location Full Time Salary Range:

$54,100.00 - $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:

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.

Apply Now

Refine Your Search

financial officer jobs in fresno, ca

Personal Banker SAFE ACT, Clovis Branch, Officer

Chief Financial Officer

Personal Banker SAFE Act, Selma Branch, Officer

Senior Credit Officer

Community Reinvestment Officer

Chief Financial Officer (CFO) - Project Based