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 to individual consumer clients
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 to individual consumer clients.
Responsibilities include working with business credit requests, recognizing larger lending opportunities, cross-selling treasury and small business products, and building referral business.
The role involves delivering client services, coaching branch staff, and understanding/complying with Citibank policies and risk assessment.
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 to individual consumer clients.
Salary
Base: $58,190.00 - $81,210.00; 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 packages
Skills & Requirements
Must-have
Sales and service activities
Customer relationship building
Cross-sell treasury products
Small business client growth
Deliver remarkable client experience
Comply with Citibank policies
Nice-to-have
Build referral business opportunities
Leverage technology and marketing tools
Drive compliance with laws
Key Requirements
0-2 years of relevant experience
Previous banking, retail, or sales experience preferred
NMLS registration; Safe Act compliant
Bachelor's Degree/University degree or equivalent experience