Personal Banker Safe Act, Hermosa Beach Branch, Officer

Citi Handlowy

Hermosa Beach, California, United States
Base: $58,190.00 - $81,210.00; bonus/equity: discr...
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Customer service and sales coordination
Cross-sell treasury and small business products
Compliance with citibank policies and regulations
** Citi Handlowy is seeking a Personal Banker SAFE Act Officer for their Hermosa Beach Branch. This entry-level position focuses on building customer relationships and increasing sales through effective service and product offerings. **

Job Summary

  • This entry-level position focuses on fostering customer loyalty and increasing sales to individual consumer clients through coordinated team efforts.
  • The role involves working with business credit requests under $250K while identifying opportunities to refer larger lending needs and cross-sell relevant products.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k) matching, life insurance, and paid time off packages.

Matching Summary

Match Score: 75

** Citi Handlowy is seeking a Personal Banker SAFE Act Officer for their Hermosa Beach Branch. This entry-level position focuses on building customer relationships and increasing sales through effective service and product offerings. **

Salary

Base: $58,190.00 - $81,210.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability, 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

  • Experience in retail or banking sectors
  • Strong written and verbal communication skills
  • Ability to coach branch staff on products
  • Proven track record in client acquisition
  • Knowledge of Centers of Influence strategies

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter