Personal Banker Safe Act, Oakland Piedmont Avenue Branch, Officer

Workforcity

Oakland, California, United States
Base: $61,280.00 - $85,520.00; bonus/equity: discr...
Business credit requests under $250k
Cross sell treasury and small business products
Client relationship building and loyalty
The Personal Banker SAFE Act position is responsible for assisting in sales and service activities to foster customer loyalty and increase sales to individual consumer clients

Job Summary

  • The Personal Banker SAFE Act position is responsible for assisting in sales and service activities to foster customer loyalty and increase sales to individual consumer clients.
  • The role includes working with business credit requests less than $250K, cross-selling products, and building referral business opportunities through various programs.
  • Citi offers competitive employee benefits including medical, dental, vision coverage, 401(k), insurance options, wellness programs, and paid time off packages.

Matching Summary

The Personal Banker SAFE Act position is responsible for assisting in sales and service activities to foster customer loyalty and increase sales to individual consumer clients.

Salary

Base: $61,280.00 - $85,520.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards; Benefits: Medical, dental, vision, 401(k), life, accident, disability insurance, wellness programs, paid time off

Skills & Requirements

Must-have

  • Business credit requests under $250K
  • Cross sell treasury and small business products
  • Client relationship building and loyalty
  • Outbound and inbound client calls
  • Compliance with banking policies and regulations

Nice-to-have

  • Coaching branch staff on products
  • Use of Smart Banking tools and technologies
  • Referral business development
  • Risk assessment in business decisions
  • Delivering remarkable client experience

Key Requirements

  • 0-2 years relevant experience
  • NMLS registration
  • Safe Act compliant
  • Bachelor's Degree or equivalent experience
  • Previous banking, retail, or sales experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter