Personal Banker Safe Act, San Gabriel Branch, Officer

Citi Handlowy

San Gabriel, California, United States
Base: $58,190.00 - $81,210.00; bonus/equity: discr...
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Sales and product execution coordination
Customer relationship management and loyalty building
Cross-selling treasury and small business products
** Citi Handlowy is seeking a Personal Banker SAFE Act for their San Gabriel Branch, aimed at enhancing customer relationships and driving sales for individual consumer clients. The role is entry-level and focuses on building loyalty, recognizing lending opportunities, and providing excellent client service. **

Job Summary

  • This entry-level position is responsible for assisting in the execution of sales activities while fostering customer relationships to build loyalty.
  • The role involves working with credit requests under $250K, identifying larger lending opportunities, and cross-selling relevant products to grow the book of business.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

Match Score: 75

** Citi Handlowy is seeking a Personal Banker SAFE Act for their San Gabriel Branch, aimed at enhancing customer relationships and driving sales for individual consumer clients. The role is entry-level and focuses on building loyalty, recognizing lending opportunities, and providing excellent client service. **

Salary

Base: $58,190.00 - $81,210.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability insurance, wellness programs, and paid time off

Skills & Requirements

Must-have

  • Sales and product execution coordination
  • Customer relationship management and loyalty building
  • Cross-selling treasury and small business products
  • Compliance with Citibank policies and regulations
  • Risk assessment and ethical judgment in business decisions

Nice-to-have

  • Coaching and guidance for branch staff
  • Leveraging technology and digital channels
  • Building referral business through Centers of Influence
  • Strong written and verbal communication skills

Key Requirements

  • Bachelor's Degree or equivalent experience
  • NMLS registration and Safe Act compliance
  • 0-2 years of relevant banking or sales experience
  • Knowledge of Smart Banking tools and technologies

Work Rights

Not specified

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