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
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.
Responsibilities include working with business credit requests, building referral business, and delivering client services to acquire new relationships and deepen existing ones.
Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
Matching 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.
Salary
Base: $58,190.00 - $81,210.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards; 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 management
Cross-sell treasury products
Referral business development
Client acquisition and deepening
Compliance with policies and procedures
Nice-to-have
Leverage technology and marketing tools
Deliver remarkable client experience
Coaching and guidance for staff
Key Requirements
0-2 years of relevant experience
NMLS registration; Safe Act compliant
Bachelor's Degree/University degree or equivalent experience