Personal Banker Safe Act, Rancho Cucamoga Branch, Officer

Workforcity

Rancho Cucamonga, California, United States
Base: $54,100.00 - $75,500.00; bonus/equity: discr...
**
Cross-sell treasury and small business products
Build referral business opportunities
Deliver client services and outbound calls
** 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. **

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

** 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. **

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

Work Rights

Not specified

Tailored Resume

Cover Letter