Personal Banker Safe Act, Sacramento Fort Sutter Branch, Officer

Citi Handlowy

Sacramento, California, United States
Base: $58,190.00 - $81,210.00; bonus/equity: discr...
Cross-sell treasury and small business products
Deliver remarkable client experience
Leverage technology and marketing tools
The Personal Banker SAFE Act is an entry-level position responsible for assisting in sales, product, or service activities in coordination with the customer service team, with the objective of fostering customer loyalty and increasing sales to individual consumer clients

Job Summary

  • The Personal Banker SAFE Act is an entry-level position responsible for assisting in sales, product, or service activities in coordination with the customer service team, with the objective of fostering customer loyalty and increasing sales to individual consumer clients.
  • Responsibilities include working with business credit requests, recognizing larger lending opportunities, cross-selling treasury and small business products, building referral business, and delivering exceptional client services through various communication channels.
  • The role requires NMLS registration, Safe Act compliance, and a Bachelor's Degree or equivalent experience, with a salary range of $58,190.00 - $81,210.00, plus competitive benefits and potential incentive awards.

Matching Summary

The Personal Banker SAFE Act is an entry-level position responsible for assisting in sales, product, or service activities in coordination with the customer service team, with the objective of fostering customer loyalty and increasing sales to individual consumer clients.

Salary

Base: $58,190.00 - $81,210.00; 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 packages

Skills & Requirements

Must-have

  • Cross-sell treasury and small business products
  • Deliver remarkable client experience
  • Leverage technology and marketing tools
  • Comply with Citibank policies and procedures
  • Assess risk and drive compliance

Nice-to-have

  • Foster customer loyalty and loyalty
  • Build referral business opportunities
  • Provide coaching and guidance to staff
  • Educate clients on digital channels

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

Work Rights

Not specified

Tailored Resume

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