Personal Banker Safe Act, Lafayette Branch, Officer

Workforcity

Lafayette, California, United States
Base: $61,280.00 - $85,520.00; bonus/equity: not s...
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Customer relationship management
Sales and service activities
Cross-selling banking products
** The Personal Banker SAFE Act position at Workforcity in Lafayette, California, is an entry-level role focused on enhancing customer relationships and driving sales of banking products. The position requires a candidate with a background in banking, retail, or sales, and emphasizes compliance and customer service excellence. **

Job Summary

  • The Personal Banker SAFE Act is an entry-level position focused on fostering customer loyalty and increasing sales.
  • Responsibilities include managing business credit requests and delivering exceptional client services.
  • Citi offers competitive employee benefits, including medical, dental, and wellness programs.

Matching Summary

Match Score: 75

** The Personal Banker SAFE Act position at Workforcity in Lafayette, California, is an entry-level role focused on enhancing customer relationships and driving sales of banking products. The position requires a candidate with a background in banking, retail, or sales, and emphasizes compliance and customer service excellence. **

Salary

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

Skills & Requirements

Must-have

  • Customer relationship management
  • Sales and service activities
  • Cross-selling banking products

Nice-to-have

  • Coaching and guidance for branch staff
  • Building referral business opportunities
  • Utilizing Smart Banking tools

Key Requirements

  • 0-2 years of relevant experience
  • NMLS registration
  • Bachelor's Degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter