Cross sell treasury and related small business products
Build referral business opportunities
Deliver remarkable client experience
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The Personal Banker SAFE Act position at Citi's Oak Park Branch involves assisting in sales and customer service activities to foster relationships and increase sales among individual consumer clients. The role requires building referral business opportunities and providing guidance to other branch staff while ensuring compliance with banking standards and regulations.
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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.
Responsibilities include working with business credit requests, building referral business, and delivering client services to acquire new relationships and deepen existing ones.
Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
Matching Summary
Match Score: 75
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The Personal Banker SAFE Act position at Citi's Oak Park Branch involves assisting in sales and customer service activities to foster relationships and increase sales among individual consumer clients. The role requires building referral business opportunities and providing guidance to other branch staff while ensuring compliance with banking standards and regulations.
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Salary
Base: $54,100.00 - $75,500.00; Bonus/Equity: discretionary and formulaic incentive and retention awards; Benefits: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs
Skills & Requirements
Must-have
cross sell treasury and related small business products
build referral business opportunities
deliver remarkable client experience
understand and comply with policies
Nice-to-have
foster relations with customers
drive compliance with laws
apply sound ethical judgment
Key Requirements
0-2 years of relevant experience
Previous banking, retail, or sales experience preferred
NMLS registration; Safe Act compliant
Bachelor's Degree/University degree or equivalent experience