Personal Banker Safe Act, Fremont Branch, Officer

Publix Serving (Civica)

Fremont, California, United States
Base: $61,280.00 - $85,520.00; bonus/equity: discr...
Sales and service activities
Customer relationship building
Cross-selling treasury products
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 opportunities, and delivering client services to acquire new relationships and deepen existing ones.
  • In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards, competitive employee benefits, and paid time off packages.

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

  • Sales and service activities
  • Customer relationship building
  • Cross-selling treasury products
  • Referral business development
  • Client acquisition and deepening relationships
  • Understanding banking policies

Nice-to-have

  • Remarkable client experience delivery
  • Coaching branch staff
  • Leveraging technology and marketing tools

Key Requirements

  • 0-2 years of relevant experience
  • Previous banking, retail, or sales experience preferred
  • NMLS registration; Safe Act compliant
  • Bachelor's Degree/University degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter