Personal Banker Safe Act - Holbrook Branch

Publix Serving (Civica)

Holbrook, NY, United States
Base: $61,280.00 - $85,520.00; bonus/equity: not s...
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Sales and service activities
Build customer loyalty and increase sales
Cross-sell treasury and small business products
** The Personal Banker SAFE Act position at Publix Serving (Civica) in Holbrook, NY, is an entry-level role focused on enhancing customer relationships and driving sales through various banking products. Ideal candidates should possess relevant experience in banking or sales, strong communication skills, and compliance with SAFE Act regulations. **

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.
  • The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.
  • In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.

Matching Summary

Match Score: 75

** The Personal Banker SAFE Act position at Publix Serving (Civica) in Holbrook, NY, is an entry-level role focused on enhancing customer relationships and driving sales through various banking products. Ideal candidates should possess relevant experience in banking or sales, strong communication skills, and compliance with SAFE Act regulations. **

Salary

Base: $61,280.00 - $85,520.00; Bonus/Equity: Not specified; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Skills & Requirements

Must-have

  • Sales and service activities
  • Build customer loyalty and increase sales
  • Cross-sell treasury and small business products
  • Deliver remarkable client experience
  • Comply with bank policies and procedures
  • Assess risk and drive compliance

Nice-to-have

  • Coaching and guidance for branch staff
  • Leverage technology and marketing tools
  • Foster relations with customers

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