Personal Banker Safe Act, Milpitas Branch, Officer

Publix Serving (Civica)

Milpitas, California, United States
Base: $61,280.00 - $85,520.00; bonus/equity: discr...
Execute sales and service activities
Build customer loyalty and relationships
Cross-sell treasury and small business products
This entry-level role focuses on fostering customer relations to build loyalty and increase sales to individual consumer clients

Job Summary

  • This entry-level role focuses on fostering customer relations to build loyalty and increase sales to individual consumer clients.
  • The position involves working with business credit requests under $250K, identifying larger lending opportunities, and cross-selling relevant financial products.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

This entry-level role focuses on fostering customer relations to build loyalty and increase sales to individual consumer clients.

Salary

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

Skills & Requirements

Must-have

  • Execute sales and service activities
  • Build customer loyalty and relationships
  • Cross-sell treasury and small business products
  • Assess risk and ensure compliance
  • Provide coaching to branch staff

Nice-to-have

  • Knowledge of Smart Banking tools
  • Experience in retail or sales
  • Clear written and verbal communication
  • Ability to leverage digital channels
  • Strong ethical judgment

Key Requirements

  • Bachelor's Degree or equivalent experience
  • NMLS registration and Safe Act compliance
  • 0-2 years of relevant banking or sales experience

Work Rights

Not specified

Tailored Resume

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