Personal Banker Safe Act - Garden Grove Branch

Citi Handlowy

Garden Grove, California, United States
Base: $58,190.00 - $81,210.00; bonus/equity: not s...
On-site
Sales and product cross-selling
Customer relationship building
Client service delivery
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.
  • Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets.

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: $58,190.00 - $81,210.00; Bonus/Equity: Not specified; 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
  • Client service delivery
  • Digital channel education
  • Compliance with policies and procedures

Nice-to-have

  • Bilingual in Vietnamese/English
  • Knowledge of Smart Banking tools

Key Requirements

  • 0-2 years of relevant experience
  • NMLS registration; Safe Act compliant
  • Bachelor's Degree/University degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter