Personal Banker SAFE Act, La Jolla Downtown Branch, Officer

Citigroup

La Jolla, California, United States
Base: $58,190.00 - $81,210.00; bonus/equity: discr...
On-site
Customer service and sales coordination
Cross-sell treasury and small business products
Risk assessment and compliance adherence
Citigroup is seeking a Personal Banker for their La Jolla Downtown Branch, responsible for assisting in sales and customer service activities to foster client relationships and increase sales to individual consumer clients. The ideal candidate should have some relevant banking or sales experience, possess strong communication skills, and be safe act compliant

Job Summary

  • This entry-level position is responsible for fostering customer relations to build loyalty and increase sales to individual consumer clients.
  • The role involves working with credit requests under $250K, recognizing larger lending opportunities, and cross-selling treasury and small business products.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

Match Score: 85

Citigroup is seeking a Personal Banker for their La Jolla Downtown Branch, responsible for assisting in sales and customer service activities to foster client relationships and increase sales to individual consumer clients. The ideal candidate should have some relevant banking or sales experience, possess strong communication skills, and be safe act compliant.

Salary

Base: $58,190.00 - $81,210.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability insurance, wellness programs, and paid time off

Skills & Requirements

Must-have

  • Customer service and sales coordination
  • Cross-sell treasury and small business products
  • Risk assessment and compliance adherence
  • Client relationship management and acquisition
  • Digital channel education and technology leverage

Nice-to-have

  • Coaching and guidance for branch staff
  • Centers of Influence referral networking
  • Member Get Member program experience
  • Smart Banking tools proficiency
  • Strong written and verbal communication skills

Key Requirements

  • NMLS registration and SAFE Act compliance
  • Bachelor's Degree or equivalent experience
  • 0-2 years of relevant banking or sales experience
  • Knowledge of Smart Banking tools and technologies

Work Rights

Not specified

Tailored Resume

Cover Letter