Personal Banker Safe Act, San Pablo | Richmond | Albany Area, Officer

Publix Serving (Civica)

San Pablo, California, United States
Base: $61,280.00 - $85,520.00; bonus/equity: discr...
Execute sales and service activities
Build customer loyalty and relationships
Cross-sell treasury and small business products
This entry-level position is responsible for assisting in the execution of sales and service activities while fostering customer loyalty

Job Summary

  • This entry-level position is responsible for assisting in the execution of sales and service activities while fostering customer loyalty.
  • The role involves working with business credit requests under $250K, recognizing larger lending opportunities, and cross-selling relevant products.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

This entry-level position is responsible for assisting in the execution of sales and service activities while fostering customer loyalty.

Salary

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

Skills & Requirements

Must-have

  • Execute sales and service activities
  • Build customer loyalty and relationships
  • Cross-sell treasury and small business products
  • Assess risk and ensure compliance with policies
  • Utilize digital channels and marketing tools

Nice-to-have

  • Previous banking or retail sales experience
  • Knowledge of Smart Banking tools
  • Strong written and verbal communication skills
  • Ability to coach branch staff on products

Key Requirements

  • Bachelor's Degree or equivalent experience
  • NMLS registration and Safe Act compliance
  • 0-2 years of relevant experience
  • Compliance with Citibank policies and procedures

Work Rights

Not specified

Tailored Resume

Cover Letter