Personal Banker SAFE ACT, San Pablo Branch, Officer

Citigroup

San Pablo, California, United States
Base: $61,280.00 - $85,520.00; bonus/equity: discr...
On-site
Safe act compliance required
Nmls registration mandatory
Sales and cross-selling skills
Citi is seeking a Personal Banker SAFE Act for their San Pablo branch, responsible for assisting in sales and customer service activities. The ideal candidate should have relevant experience in banking, retail, or sales, and must be NMLS registered and Safe Act compliant

Job Summary

  • This entry-level position is responsible for assisting in the execution of sales and service activities to foster customer loyalty and increase sales to individual consumer clients.
  • The role involves working with credit requests under $250K, recognizing larger lending opportunities, and cross-selling treasury and small business products to a targeted book of business.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages for eligible employees.

Matching Summary

Match Score: 85

Citi is seeking a Personal Banker SAFE Act for their San Pablo branch, responsible for assisting in sales and customer service activities. The ideal candidate should have relevant experience in banking, retail, or sales, and must be NMLS registered and Safe Act compliant.

Salary

Base: $61,280.00 - $85,520.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability insurance, wellness programs, and paid time off

Skills & Requirements

Must-have

  • SAFE Act compliance required
  • NMLS registration mandatory
  • Sales and cross-selling skills
  • Customer relationship building
  • Small business lending support

Nice-to-have

  • Previous retail or banking experience
  • Knowledge of Smart Banking tools
  • Coaching and guidance abilities
  • Strong written and verbal communication
  • Proven track record in sales

Key Requirements

  • Bachelor's Degree or equivalent experience
  • NMLS registration and SAFE Act compliance
  • 0-2 years of relevant experience
  • Compliance with Citibank policies and procedures

Work Rights

Not specified

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