Personal Banker Safe Act – 3rd/72nd Branch

Workforcity

New York, New York, United States
Base: $61,280.00 - $85,520.00; bonus/equity: discr...
Cross-sell treasury and small business products
Build referral business opportunities
Deliver client services and outbound calls
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team

Job Summary

  • The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.
  • Responsibilities include working with business credit requests, building referral business, and delivering client services to acquire new relationships and deepen existing ones.
  • Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Matching Summary

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.

Salary

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

Skills & Requirements

Must-have

  • Cross-sell treasury and small business products
  • Build referral business opportunities
  • Deliver client services and outbound calls
  • Leverage technology and marketing tools
  • Comply with Citibank policies and procedures
  • Assess risk and drive compliance

Nice-to-have

  • Foster customer loyalty and increase sales
  • Provide coaching and guidance to staff
  • Educate clients on digital channels
  • Deliver remarkable client experience

Key Requirements

  • 0-2 years of relevant experience
  • NMLS registration; Safe Act compliant
  • Bachelor's Degree/University degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter