Personal Banker Safe Act, Ventura West Valley Area

Publix Serving (Civica)

Thousand Oaks, California, United States
Base: $58,190.00 - $81,210.00; bonus/equity: discr...
Sales and product service activities
Customer relationship management
Cross-sell treasury and small business products
The role is responsible for assisting in the execution of sales and service activities to foster customer loyalty and increase sales to individual consumer clients

Job Summary

  • The role is responsible for assisting in the execution of sales and service activities to foster customer loyalty and increase sales to individual consumer clients.
  • Employees will work with business credit requests under $250K, identify larger lending opportunities, and implement sales plans to grow the small business client book.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

The role is responsible for assisting in the execution of sales and 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 available; Benefits: Medical, dental, vision, 401(k), life, accident, disability insurance, wellness programs, and paid time off.

Skills & Requirements

Must-have

  • Sales and product service activities
  • Customer relationship management
  • Cross-sell treasury and small business products
  • Compliance with Citibank policies
  • Risk assessment and ethical judgment

Nice-to-have

  • Coaching and guidance for branch staff
  • Leveraging technology and marketing tools
  • Building referral business through COIs
  • Strong written and verbal communication skills

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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