Personal Banker Safe Act - Arlington Branch

Citi Handlowy

Arlington, VA, US
Base: $58,190.00 - $81,210.00; bonus/equity: not s...
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Sales and product cross-selling
Customer relationship building
Small business lending and products
** Citi Handlowy is seeking a Personal Banker SAFE Act for its Arlington Branch, targeting entry-level candidates to support sales and customer service activities. The role emphasizes building customer relationships, cross-selling products, and compliance with banking regulations. **

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.
  • Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products.
  • Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience.

Matching Summary

Match Score: 75

** Citi Handlowy is seeking a Personal Banker SAFE Act for its Arlington Branch, targeting entry-level candidates to support sales and customer service activities. The role emphasizes building customer relationships, cross-selling products, and compliance with banking regulations. **

Salary

Base: $58,190.00 - $81,210.00; Bonus/Equity: Not specified; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Skills & Requirements

Must-have

  • Sales and product cross-selling
  • Customer relationship building
  • Small business lending and products
  • Digital channel education
  • Compliance with policies and procedures

Nice-to-have

  • Building referral business opportunities
  • Coaching branch staff
  • Leveraging technology and marketing tools

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