Personal Banker Safe Act, Fresno Blackstone Branch, Officer

Publix Serving (Civica)

Fresno, California, United States
Base: $54,100.00 - $75,500.00; bonus/equity: discr...
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Safe act compliant certification required
Nmls registration mandatory for lending
Cross-sell treasury and small business products
** The Personal Banker SAFE Act position at Publix Serving (Civica) in Fresno, California, is an entry-level role focused on enhancing customer relations and increasing sales through service activities and product offerings. The position requires a mix of customer service, sales skills, and compliance with regulatory standards. **

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 assisting with business credit requests under $250K while recognizing larger lending opportunities and cross-selling relevant products.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

Match Score: 75

** The Personal Banker SAFE Act position at Publix Serving (Civica) in Fresno, California, is an entry-level role focused on enhancing customer relations and increasing sales through service activities and product offerings. The position requires a mix of customer service, sales skills, and compliance with regulatory standards. **

Salary

Base: $54,100.00 - $75,500.00; 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

  • SAFE Act compliant certification required
  • NMLS registration mandatory for lending
  • Cross-sell treasury and small business products
  • Build referral business through COIs and MGM program
  • Assist in business credit requests under $250K

Nice-to-have

  • Previous banking or retail sales experience preferred
  • Knowledge of Smart Banking tools and technologies
  • Strong written and verbal communication skills
  • Ability to coach tellers and branch staff
  • Experience with digital channel education

Key Requirements

  • Bachelor's Degree or equivalent experience
  • 0-2 years of relevant experience
  • NMLS registration and SAFE Act compliance
  • Clear written and verbal communication skills

Work Rights

Not specified

Tailored Resume

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