Personal Banker SAFE ACT - Montgomery Village Branch

Citigroup

Gaithersburg, Maryland, United States
Base: $58,190.00 - $81,210.00; bonus/equity: discr...
On-site
Customer service and sales coordination
Cross-sell treasury and small business products
Compliance with citibank policies and regulations
Citigroup is seeking a Personal Banker SAFE ACT for their Montgomery Village Branch in Gaithersburg, Maryland. This entry-level position focuses on building customer relationships and increasing sales while ensuring compliance with regulations

Job Summary

  • This entry-level position focuses on fostering customer loyalty and increasing sales to individual consumer clients within the Montgomery Village Branch.
  • The role involves assisting with credit requests under $250K, identifying larger lending opportunities, and implementing sales plans to grow the small business book of business.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages alongside a salary range of $58,190.00 to $81,210.00.

Matching Summary

Match Score: 75

Citigroup is seeking a Personal Banker SAFE ACT for their Montgomery Village Branch in Gaithersburg, Maryland. This entry-level position focuses on building customer relationships and increasing sales while ensuring compliance with regulations.

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

  • Customer service and sales coordination
  • Cross-sell treasury and small business products
  • Compliance with Citibank policies and regulations
  • Risk assessment for business decisions
  • Utilization of Smart Banking tools

Nice-to-have

  • Coaching and guidance for branch staff
  • Building relationships through Centers of Influence
  • Strong written and verbal communication skills
  • Experience in retail or sales environments
  • Proactive client acquisition strategies

Key Requirements

  • NMLS registration and SAFE Act compliance
  • Bachelor's degree or equivalent experience
  • 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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