Personal Banker Safe Act - Potomac Branch

Work From Home With CiCi

Potomac, Maryland, United States
Base: $58,190.00 - $81,210.00; bonus/equity: discr...
Not specified (assumed to be in-person due to branch location)
Work with business credit requests under $250k
Cross sell treasury and small business products
Deliver client services via inbound and outbound calls
Citi is seeking a Personal Banker SAFE Act for their Potomac Branch, an entry-level position aimed at enhancing customer relationships and driving sales through various banking products and services. The role requires strong communication skills and compliance with banking regulations, with a focus on building a loyal client base and increasing business opportunities

Job Summary

  • The Personal Banker SAFE Act role focuses on fostering customer relationships to build loyalty and increase sales to individual consumer clients.
  • This position offers a competitive salary range with additional discretionary and formulaic incentive and retention awards, along with comprehensive employee benefits including medical, dental, vision, 401(k), and wellness programs.
  • Citi is an equal opportunity employer committed to providing reasonable accommodations and ensuring a diverse and inclusive workplace.

Matching Summary

Match Score: 75

Citi is seeking a Personal Banker SAFE Act for their Potomac Branch, an entry-level position aimed at enhancing customer relationships and driving sales through various banking products and services. The role requires strong communication skills and compliance with banking regulations, with a focus on building a loyal client base and increasing business opportunities.

Salary

Base: $58,190.00 - $81,210.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards; Benefits: Medical, dental, vision, 401(k), life, accident, disability 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 via inbound and outbound calls
  • Provide coaching and guidance to branch staff
  • Comply with banking policies and regulations

Nice-to-have

  • Build referral business through Centers of Influence
  • Implement sales plans to grow small business clients
  • Leverage technology and marketing tools
  • Recognize and refer larger lending opportunities
  • Educate clients on digital banking channels

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

Tailored Resume

Cover Letter