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The Personal Banker SAFE Act position at Citibank in Rancho Cucamonga is an entry-level role focusing on sales, customer service, and relationship building with clients. The ideal candidate will have some experience in banking or sales and will be responsible for fostering customer loyalty while cross-selling financial products.
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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
Match Score: 75
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The Personal Banker SAFE Act position at Citibank in Rancho Cucamonga is an entry-level role focusing on sales, customer service, and relationship building with clients. The ideal candidate will have some experience in banking or sales and will be responsible for fostering customer loyalty while cross-selling financial products.
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Salary
Base: $54,100.00 - $75,500.00; 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
Skills & Requirements
Must-have
Cross-sell treasury and small business products
Build referral business opportunities
Deliver client services and outbound calls
Leverage technology and marketing tools
Comply with Citibank policies and procedures
Nice-to-have
Foster customer relations and loyalty
Provide coaching and guidance to staff
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