Personal Banker SAFE Act, Inner Richmond Branch, Officer

Citigroup

San Francisco, California, United States
Base: $61,280.00 - $85,520.00; bonus/equity: discr...
On-site
Safe act compliant nmls registration
Customer service and sales execution
Cross-selling treasury and small business products
This entry-level position fosters customer loyalty while driving sales growth for individual consumer and small business clients

Job Summary

  • This entry-level position fosters customer loyalty while driving sales growth for individual consumer and small business clients.
  • Employees will assist in executing sales strategies, recognizing lending opportunities under $250K, and cross-selling relevant financial products.
  • The role includes delivering remarkable client experiences through inbound/outbound calls, digital channel education, and coaching branch staff.

Matching Summary

This entry-level position fosters customer loyalty while driving sales growth for individual consumer and small business clients.

Salary

Base: $61,280.00 - $85,520.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability insurance, wellness programs, and paid time off

Skills & Requirements

Must-have

  • SAFE Act compliant NMLS registration
  • Customer service and sales execution
  • Cross-selling treasury and small business products
  • Risk assessment and compliance adherence
  • Digital channel education for clients

Nice-to-have

  • Previous retail or banking experience preferred
  • Knowledge of Smart Banking tools
  • Coaching skills for branch staff
  • Strong written and verbal communication
  • Experience with Centers of Influence referrals

Key Requirements

  • NMLS registration and SAFE Act compliance required
  • Bachelor's degree or equivalent experience required
  • 0-2 years of relevant banking or sales experience
  • Must be located in San Francisco, California

Work Rights

Not specified

Tailored Resume

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