Personal Banker Safe Act, Beverly Hills Branch

Citi Handlowy

Beverly Hills, California, United States
Base: $58,190.00 - $81,210.00; bonus/equity: discr...
Sales, products or service activities
Foster relations with customers
Cross sell treasury and related small business products
The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients

Job Summary

  • The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.
  • Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience.
  • Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Matching Summary

The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.

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, products or service activities
  • foster relations with customers
  • cross sell treasury and related small business products
  • deliver remarkable client experience
  • understand and comply with Citibank policies

Nice-to-have

  • build referral business opportunities
  • grow the small business client
  • leverage technology/ marketing tools
  • driving compliance with applicable laws

Key Requirements

  • 0-2 years of relevant experience
  • NMLS registration; Safe Act compliant
  • Bachelor's Degree/University degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter