The Personal Banker SAFE Act is an entry-level position responsible for assisting in sales, products, or service activities to foster customer loyalty and increase sales to individual consumer clients
Job Summary
The Personal Banker SAFE Act is an entry-level position responsible for assisting in sales, products, or service activities to foster customer loyalty and increase sales to individual consumer clients.
Responsibilities include working with business credit requests, building referral business, assisting in small business growth strategies, and delivering client services through various channels.
The role requires NMLS registration, Safe Act compliance, and offers a salary range of $61,280.00 - $85,520.00, along with competitive employee benefits.
Matching Summary
The Personal Banker SAFE Act is an entry-level position responsible for assisting in sales, products, or service activities to foster customer loyalty and increase sales to individual consumer clients.
Salary
Base: $61,280.00 - $85,520.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off
Skills & Requirements
Must-have
Cross-sell treasury and small business products
Build referral business opportunities
Deliver client services and outbound calls
Leverage technology and marketing tools
Comply with Citibank policies and procedures
Nice-to-have
Foster customer loyalty and relationships
Provide coaching and guidance to staff
Drive compliance with laws and regulations
Key Requirements
0-2 years of relevant experience
Previous banking, retail, or sales experience preferred
NMLS registration; Safe Act compliant
Bachelor's Degree/University degree or equivalent experience