Cross-selling treasury and small business products
Compliance with citibank policies and regulations
The Personal Banker SAFE Act position at Citigroup's Holbrook Branch is an entry-level role focused on customer relationship management and sales within a banking environment. Candidates are expected to assist in executing sales strategies, fostering client loyalty, and promoting various banking products
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 recognizing opportunities to refer larger lending needs.
Citi offers competitive benefits including medical, dental, vision coverage, 401(k), and paid time off packages.
Matching Summary
Match Score: 75
The Personal Banker SAFE Act position at Citigroup's Holbrook Branch is an entry-level role focused on customer relationship management and sales within a banking environment. Candidates are expected to assist in executing sales strategies, fostering client loyalty, and promoting various banking products.
Salary
Base: $61,280.00 - $85,520.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life insurance, wellness programs
Skills & Requirements
Must-have
Sales and product execution for consumer clients
Cross-selling treasury and small business products
Compliance with Citibank policies and regulations
Nice-to-have
Experience in retail or banking sales environments
Knowledge of Smart Banking tools and technologies
Ability to coach branch staff on products
Key Requirements
NMLS registration and SAFE Act compliance required
Bachelor's Degree or equivalent experience required
0-2 years of relevant banking or sales experience preferred