Personal Banker Safe Act, Little Tokyo (los Angeles) Branch, Officer

Citi Handlowy

Los Angeles, CA, United States
Base: $58,190.00 - $81,210.00; bonus/equity: discr...
Work with business credit requests under $250k
Cross sell treasury and small business products
Deliver client services via inbound and outbound calls
The Personal Banker SAFE Act role fosters customer loyalty and helps increase sales to individual consumer clients through coordinated sales and service activities

Job Summary

  • The Personal Banker SAFE Act role fosters customer loyalty and helps increase sales to individual consumer clients through coordinated sales and service activities.
  • Citi offers competitive employee benefits including medical, dental, vision coverage, 401(k), life, accident, disability insurance, wellness programs, and paid time off packages.
  • The position requires adherence to Citibank policies and ethical standards to protect the firm’s reputation and ensure compliance with laws and regulations.

Matching Summary

The Personal Banker SAFE Act role fosters customer loyalty and helps increase sales to individual consumer clients through coordinated sales and service activities.

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 for small business clients
  • Educate clients on digital banking channels
  • Leverage marketing tools and technology
  • Deliver remarkable client experience

Key Requirements

  • 0-2 years relevant experience
  • NMLS registration; SAFE Act compliant
  • Bachelor's degree or equivalent experience
  • Previous banking, retail, or sales experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter