Personal Banker Safe Act, Fremont Branch, Officer

Workforcity

Fremont, California, United States
Base: $61,280.00 - $85,520.00; bonus/equity: discr...
Work with business credit requests under $250k
Cross sell treasury and small business products
Deliver client services via inbound and outbound calls
The Personal Banker SAFE Act is an entry level position responsible for assisting in sales, product, and service activities to foster customer loyalty and increase sales

Job Summary

  • The Personal Banker SAFE Act is an entry level position responsible for assisting in sales, product, and service activities to foster customer loyalty and increase sales.
  • Citi offers competitive employee benefits including medical, dental, vision coverage, 401(k), life, accident, disability insurance, wellness programs, and paid time off packages.
  • The role requires adherence to Citibank policies, risk assessment, ethical judgment, and compliance with applicable laws and regulations.

Matching Summary

The Personal Banker SAFE Act is an entry level position responsible for assisting in sales, product, and service activities to foster customer loyalty and increase sales.

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

  • Work with business credit requests under $250K
  • Cross sell treasury and small business products
  • Deliver client services via inbound and outbound calls
  • Provide coaching to branch staff on products
  • Comply with banking policies and regulations

Nice-to-have

  • Build referral business through Centers of Influence
  • Implement sales plans for small business clients
  • Leverage technology and marketing tools
  • Recognize client transaction needs
  • Educate clients on digital channels

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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