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 assisting in strategies to grow the small business client base.
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: $61,280.00 - $85,520.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off packages
Skills & Requirements
Must-have
Sales and Service Activities
Customer Relationship Management
Cross-sell Treasury Products
Small Business Client Growth
Client Services and Outbound Calls
Compliance with Policies and Procedures
Nice-to-have
Bilingual English/Spanish Speaking
Build Referral Business Opportunities
Leverage Technology and Marketing Tools
Deliver Remarkable Client Experience
Key Requirements
0-2 years of relevant experience
Previous banking, retail, or sales experience preferred
NMLS registration; Safe Act compliant
Bachelor's Degree/University degree or equivalent experience