Not specified (assumed standard full-time on-site)
Sales and service activities
Customer relationship building
Cross-sell treasury products
The Personal Banker SAFE Act position at Workforcity in Staten Island is an entry-level role focused on assisting with sales and customer service activities to foster customer loyalty and increase sales. The position requires compliance with banking regulations and offers a range of employee benefits, including competitive salary and wellness programs
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.
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
The Personal Banker SAFE Act position at Workforcity in Staten Island is an entry-level role focused on assisting with sales and customer service activities to foster customer loyalty and increase sales. The position requires compliance with banking regulations and offers a range of employee benefits, including competitive salary and wellness programs.
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
Cross-sell treasury products
Referral business development
Client acquisition and deepening
Compliance with policies and procedures
Nice-to-have
Remarkable client experience
Leverage technology and marketing tools
Coaching and guidance to staff
Ethical judgment and conduct
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