Personal Banker Safe Act, Irvine Alton Parkway Branch, Officer

Publix Serving (Civica)

Irvine, California, United States
Base: $58,190.00 - $81,210.00; bonus/equity: not s...
On-site
Sales and service activities
Customer relationship building
Cross-selling products and services
The Personal Banker SAFE Act position at Publix Serving (Civica) in Irvine, California, is an entry-level role focused on enhancing customer relationships and driving sales for individual consumer clients. Candidates are expected to have a background in banking or sales and must be SAFE Act compliant

Job Summary

  • 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.
  • In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.

Matching Summary

Match Score: 75

The Personal Banker SAFE Act position at Publix Serving (Civica) in Irvine, California, is an entry-level role focused on enhancing customer relationships and driving sales for individual consumer clients. Candidates are expected to have a background in banking or sales and must be SAFE Act compliant.

Salary

Base: $58,190.00 - $81,210.00; Bonus/Equity: Not specified; Benefits: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Skills & Requirements

Must-have

  • Sales and service activities
  • Customer relationship building
  • Cross-selling products and services
  • Digital channel education
  • Risk assessment and compliance

Nice-to-have

  • Fostering customer loyalty
  • Remarkable client experience delivery
  • Coaching branch staff
  • Leveraging technology and marketing tools

Key Requirements

  • 0-2 years of relevant experience
  • NMLS registration; Safe Act compliant
  • Bachelor's Degree/University degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter