Personal Banker Safe Act, Lafayette Branch, Officer

Publix Serving (Civica)

Lafayette, California, United States
Base: $61,280.00 - $85,520.00; bonus/equity: not s...
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Sales and product cross-selling
Customer relationship building
Business credit requests
** The Personal Banker SAFE Act position at Publix Serving (Civica) in Lafayette, California, is an entry-level role focused on customer service and sales within the banking sector. The ideal candidate will assist in building customer relationships and cross-selling products while ensuring compliance with banking regulations. **

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.
  • Responsibilities include working with business credit requests, building referral business, and delivering client services to acquire new relationships and deepen existing ones.
  • The role requires understanding and complying with Citibank policies, standards, and procedures, and appropriately assessing risk.

Matching Summary

Match Score: 75

** The Personal Banker SAFE Act position at Publix Serving (Civica) in Lafayette, California, is an entry-level role focused on customer service and sales within the banking sector. The ideal candidate will assist in building customer relationships and cross-selling products while ensuring compliance with banking regulations. **

Salary

Base: $61,280.00 - $85,520.00; 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
  • Business credit requests
  • Digital channel education
  • Citibank policies and procedures

Nice-to-have

  • Remarkable client experience delivery
  • Leveraging technology and marketing tools
  • Ethical judgment and compliance

Key Requirements

  • 0-2 years of relevant experience
  • NMLS registration; Safe Act compliant
  • Bachelor's Degree/University degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter