Deliver client services via inbound and outbound calls
The Personal Banker SAFE Act is an entry level position responsible for assisting in sales, products, or service activities to foster customer loyalty and increase sales
Job Summary
The Personal Banker SAFE Act is an entry level position responsible for assisting in sales, products, or service activities to foster customer loyalty and increase sales.
Citi offers competitive employee benefits including medical, dental & vision coverage, 401(k), life, accident, and disability insurance, as well as wellness programs and paid time off packages.
The role requires adherence to Citibank policies, risk assessment, and compliance with applicable laws and regulations to safeguard the firm and its clients.
Matching Summary
The Personal Banker SAFE Act is an entry level position responsible for assisting in sales, products, or service activities to foster customer loyalty and increase sales.
Salary
Base: $61,280.00 - $85,520.00; 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 to branch staff on products
Comply with banking policies and regulations
Nice-to-have
Build referral business through Centers of Influence
Implement sales plans for small business clients
Leverage technology and marketing tools
Recognize and refer larger lending opportunities
Key Requirements
0-2 years relevant experience
Previous banking, retail, or sales experience preferred