Not specified (assumed hybrid or onsite based on the nature of the role).
Sales and product cross-selling
Customer relationship building
Treasury and small business products
The Personal Banker SAFE Act position at Citi's Brookfield Branch involves supporting sales and customer service activities to enhance client relationships and boost sales for individual consumer clients. Ideal candidates should have 0-2 years of banking or retail experience, with a focus on compliance and effective communication skills
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
The Personal Banker SAFE Act position at Citi's Brookfield Branch involves supporting sales and customer service activities to enhance client relationships and boost sales for individual consumer clients. Ideal candidates should have 0-2 years of banking or retail experience, with a focus on compliance and effective communication skills.
Salary
Base: $54,100.00 - $75,500.00; 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 product cross-selling
Customer relationship building
Treasury and small business products
Digital channel education
Compliance with policies and standards
Nice-to-have
Fostering customer loyalty
Remarkable client experience delivery
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