Personal Banker SAFE Act, Palos Verdes Branch, Officer

Citigroup

Rolling Hills Estates, California, United States
Base: $58,190.00 - $81,210.00; bonus/equity: discr...
On-site
Safe act compliance and nmls registration
Cross-selling treasury and small business products
Building customer loyalty through service
Citi is seeking a Personal Banker for its Palos Verdes Branch in California, responsible for fostering customer relationships and assisting with sales and service activities. The ideal candidate will have a background in banking or sales, strong communication skills, and a commitment to compliance and ethical practices

Job Summary

  • This entry-level role focuses on fostering customer relationships to build loyalty and increase sales to individual consumer clients.
  • The position requires assisting with business credit requests under $250K while recognizing larger lending opportunities for referral.
  • Employees receive competitive benefits including medical, dental, vision coverage, 401(k), and paid time off packages.

Matching Summary

Match Score: 75

Citi is seeking a Personal Banker for its Palos Verdes Branch in California, responsible for fostering customer relationships and assisting with sales and service activities. The ideal candidate will have a background in banking or sales, strong communication skills, and a commitment to compliance and ethical practices.

Salary

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

Skills & Requirements

Must-have

  • SAFE Act compliance and NMLS registration
  • Cross-selling treasury and small business products
  • Building customer loyalty through service
  • Assessing risk for credit requests under $250K

Nice-to-have

  • Previous banking or retail sales experience
  • Knowledge of Smart Banking tools
  • Coaching skills for tellers and staff
  • Strong written and verbal communication

Key Requirements

  • NMLS registration required
  • SAFE Act compliant status mandatory
  • Bachelor's degree or equivalent experience
  • 0-2 years relevant experience preferred

Work Rights

Not specified

Tailored Resume

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