Personal Banker Safe Act, Inner Richmond Branch, Officer

Citi Handlowy

San Francisco, California, United States
Base: $61,280.00 - $85,520.00; bonus/equity: discr...
Customer service and sales coordination
Cross-sell treasury and small business products
Risk assessment and compliance adherence
This entry-level position is responsible for assisting in the execution of sales activities while fostering customer loyalty to increase sales to individual consumer clients

Job Summary

  • This entry-level position is responsible for assisting in the execution of sales activities while fostering customer loyalty to increase sales to individual consumer clients.
  • The role involves working with business credit requests under $250K, recognizing larger lending opportunities, and implementing sales plans to grow the small business client book.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages for eligible employees.

Matching Summary

This entry-level position is responsible for assisting in the execution of sales activities while fostering customer loyalty to increase sales to individual consumer clients.

Salary

Base: $61,280.00 - $85,520.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability insurance, wellness programs, and paid time off

Skills & Requirements

Must-have

  • Customer service and sales coordination
  • Cross-sell treasury and small business products
  • Risk assessment and compliance adherence
  • Client acquisition and relationship deepening
  • Digital channel education and technology leverage

Nice-to-have

  • Coaching skills for branch staff
  • Centers of Influence referral networking
  • Member Get Member program experience
  • Smart Banking tools proficiency
  • Strong written and verbal communication

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter