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The Personal Banker SAFE Act position at Workforcity in Oakland, California, is an entry-level role focused on enhancing customer relationships and driving sales through collaboration with the customer service team. Ideal candidates will have some banking or sales experience and must comply with SAFE Act regulations.
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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, 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
Match Score: 75
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The Personal Banker SAFE Act position at Workforcity in Oakland, California, is an entry-level role focused on enhancing customer relationships and driving sales through collaboration with the customer service team. Ideal candidates will have some banking or sales experience and must comply with SAFE Act regulations.
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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; and wellness programs.
Skills & Requirements
Must-have
Sales and service activities
Customer relationship building
Small business client growth
Cross-sell treasury products
Deliver client services
Compliance with policies
Nice-to-have
Build referral business opportunities
Leverage technology and marketing tools
Provide coaching and guidance
Key Requirements
0-2 years of relevant experience
NMLS registration; Safe Act compliant
Bachelor's Degree/University degree or equivalent experience