Personal Banker SAFE Act, Ventura West Valley Area

Citigroup

Thousand Oaks, California, United States
Base: $58,190.00 - $81,210.00; bonus/equity: discr...
On-site
Safe act compliant nmls registration
Sales and cross-sell of banking products
Customer service and relationship building
The Personal Banker SAFE Act position at Citigroup in Thousand Oaks, California is an entry-level role focused on customer relations and sales within the banking sector. The role involves assisting clients with credit requests, building referral opportunities, and providing exceptional client service while adhering to compliance standards

Job Summary

  • This entry-level role focuses on fostering customer loyalty and increasing sales to individual consumer clients.
  • The position involves working with business credit requests under $250K and referring larger lending opportunities.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), and paid time off packages.

Matching Summary

Match Score: 75

The Personal Banker SAFE Act position at Citigroup in Thousand Oaks, California is an entry-level role focused on customer relations and sales within the banking sector. The role involves assisting clients with credit requests, building referral opportunities, and providing exceptional client service while adhering to compliance standards.

Salary

Base: $58,190.00 - $81,210.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life insurance, wellness programs

Skills & Requirements

Must-have

  • SAFE Act compliant NMLS registration
  • Sales and cross-sell of banking products
  • Customer service and relationship building

Nice-to-have

  • Previous retail or banking experience preferred
  • Knowledge of Smart Banking tools
  • Coaching skills for branch staff

Key Requirements

  • Bachelor's Degree or equivalent experience
  • NMLS registration required
  • SAFE Act compliance mandatory
  • 0-2 years relevant experience

Work Rights

Not specified

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