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
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.
Responsibilities include working with business credit requests, building referral business, assisting in strategies to grow the small business client, and delivering client services to acquire new relationships and deepen existing ones.
Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
Matching 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.
Salary
Base: $61,280.00 - $85,520.00; 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.
Skills & Requirements
Must-have
Personal Banker SAFE Act
Sales and service activities
Customer relationship building
Cross-sell treasury products
Small business client growth
Deliver remarkable client experience
Nice-to-have
Build referral business opportunities
Leverage technology and marketing tools
Drive compliance with laws
Apply sound ethical judgment
Key Requirements
NMLS registration; Safe Act compliant
0-2 years of relevant experience
Bachelor's Degree/University degree or equivalent experience