Personal Banker SAFE Act, San Gabriel Branch, Officer

Citigroup

San Gabriel, California, United States
Base: $58,190.00 - $81,210.00; bonus/equity: discr...
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Safe act compliant nmls registration
Assist in executing sales activities
Cross-sell treasury and small business products
** Citigroup is seeking a Personal Banker for its San Gabriel Branch, an entry-level position focused on assisting with sales, products, and customer service activities. The role involves building customer relationships, cross-selling services, and ensuring compliance with banking policies. **

Job Summary

  • This entry-level role focuses on fostering customer relationships to build loyalty and increase sales to individual consumer clients.
  • The position involves working with credit requests under $250K while identifying opportunities to cross-sell treasury and small business products.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

Match Score: 75

** Citigroup is seeking a Personal Banker for its San Gabriel Branch, an entry-level position focused on assisting with sales, products, and customer service activities. The role involves building customer relationships, cross-selling services, and ensuring compliance with banking policies. **

Salary

Base: $58,190.00 - $81,210.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life insurance, wellness programs

Skills & Requirements

Must-have

  • SAFE Act compliant NMLS registration
  • Assist in executing sales activities
  • Cross-sell treasury and small business products
  • Build referral business through COIs
  • Deliver client services via inbound and outbound calls

Nice-to-have

  • Previous banking or retail sales experience
  • Knowledge of Smart Banking tools
  • Clear written and verbal communication skills
  • Ability to coach branch staff on products
  • Demonstrates ethical judgment and risk assessment

Key Requirements

  • NMLS registration required
  • SAFE Act compliance mandatory
  • Bachelor's Degree or equivalent experience
  • 0-2 years relevant experience preferred
  • Must be located in San Gabriel, California

Work Rights

Not specified

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