Personal Banker Safe Act, San Diego County, Officer
Publix Serving (Civica)
San Diego, California, United States
Base: $58,190.00 - $81,210.00; bonus/equity: not s...
On-site
Sales and product cross-selling
Customer relationship building
Digital channel education
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
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.
Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets.
Matching 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.
Salary
Base: $58,190.00 - $81,210.00; 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 product cross-selling
Customer relationship building
Digital channel education
Compliance with policies and procedures
Nice-to-have
Coaching branch staff
Leveraging technology and marketing tools
Key Requirements
0-2 years of relevant experience
NMLS registration; Safe Act compliant
Bachelor's Degree/University degree or equivalent experience