Personal Banker SAFE Act, San Diego County, Officer

Citigroup

San Diego, California, United States
Base: $58,190.00 - $81,210.00; bonus/equity: discr...
On-site
Sales and product cross-selling execution
Customer relationship building and loyalty
Small business credit request assistance under $250k
This entry-level role focuses on fostering customer relationships to build loyalty and increase sales to individual consumer clients

Job Summary

  • This entry-level role focuses on fostering customer relationships to build loyalty and increase sales to individual consumer clients.
  • The position involves assisting with small business credit requests under $250K while identifying opportunities to cross-sell treasury and related products.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

This entry-level role focuses on fostering customer relationships to build loyalty and increase sales to individual consumer clients.

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 cross-selling execution
  • Customer relationship building and loyalty
  • Small business credit request assistance under $250K
  • Compliance with Citibank policies and regulations
  • Risk assessment and ethical judgment in business decisions

Nice-to-have

  • Coaching and guidance for branch staff
  • Utilization of Smart Banking tools and technologies
  • Referral business development through COIs
  • Member Get Member program participation
  • Digital channel education for clients

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter