Personal Banker Safe Act, Fresno Blackstone Branch, Officer

Citi Handlowy

Fresno, California, United States
Base: $54,100.00 - $75,500.00; bonus/equity: discr...
Not specified
Safe act compliant registration required
Nmls registration mandatory for lending
Assist in executing sales activities
The Personal Banker SAFE Act position at Citi Handlowy in Fresno, California is an entry-level role focused on fostering customer relationships and driving sales within the branch. The role involves assisting clients with credit requests, cross-selling products, and providing exceptional customer service

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 and identifying opportunities to cross-sell treasury and small business products.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

Match Score: 75

The Personal Banker SAFE Act position at Citi Handlowy in Fresno, California is an entry-level role focused on fostering customer relationships and driving sales within the branch. The role involves assisting clients with credit requests, cross-selling products, and providing exceptional customer service.

Salary

Base: $54,100.00 - $75,500.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability, wellness programs, and paid time off

Skills & Requirements

Must-have

  • SAFE Act compliant registration required
  • NMLS registration mandatory for lending
  • Assist in executing sales activities
  • Build customer loyalty and relationships
  • Cross-sell treasury and small business products

Nice-to-have

  • Previous retail or sales experience preferred
  • Knowledge of Smart Banking tools
  • Clear written and verbal communication skills
  • Ability to coach branch staff
  • Strong ethical judgment in risk assessment

Key Requirements

  • Bachelor's Degree or equivalent experience
  • 0-2 years of relevant experience
  • NMLS registration and SAFE Act compliance
  • Knowledge of banking policies and procedures

Work Rights

Not specified

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