Personal Banker Safe Act, Fremont Branch, Officer

Citi Handlowy

Fremont, California, United States
Base: $61,280.00 - $85,520.00; bonus/equity: discr...
Not specified
Work with business credit requests under $250k
Cross sell treasury and small business products
Deliver client services through inbound and outbound calls
Citi Handlowy is seeking a Personal Banker SAFE Act for its Fremont Branch, responsible for assisting in sales and service activities while building customer relationships. This entry-level position requires a Bachelor’s degree and some experience in banking, retail, or sales, with a focus on cross-selling financial products and ensuring compliance with regulations

Job Summary

  • The Personal Banker SAFE Act role fosters relations with customers to build loyalty and help increase sales to individual consumer clients.
  • This position involves working with business credit requests less than $250K, recognizing larger lending opportunities, and cross selling related products.
  • Citi offers competitive employee benefits including medical, dental, vision coverage, 401(k), insurance, wellness programs, and paid time off.

Matching Summary

Match Score: 75

Citi Handlowy is seeking a Personal Banker SAFE Act for its Fremont Branch, responsible for assisting in sales and service activities while building customer relationships. This entry-level position requires a Bachelor’s degree and some experience in banking, retail, or sales, with a focus on cross-selling financial products and ensuring compliance with regulations.

Salary

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

Skills & Requirements

Must-have

  • Work with business credit requests under $250K
  • Cross sell treasury and small business products
  • Deliver client services through inbound and outbound calls
  • Provide coaching and guidance to branch staff
  • Comply with banking policies and regulations

Nice-to-have

  • Build referral business opportunities
  • Use Smart Banking tools and technologies
  • Implement sales plans for small business growth
  • Leverage technology and marketing tools
  • Demonstrate clear written and verbal communication

Key Requirements

  • 0-2 years relevant experience
  • Previous banking, retail, or sales experience preferred
  • NMLS registration; SAFE Act compliant
  • Bachelor's Degree or equivalent experience

Work Rights

Not specified

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