Cross-selling treasury and small business products
Citi Handlowy is seeking a Personal Banker SAFE Act for their Torrance branch, primarily responsible for building customer relationships and assisting with sales activities. The role requires 0-2 years of relevant experience and a focus on fostering client loyalty, compliance, and effective communication
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 business credit requests under $250K while recognizing larger lending opportunities and cross-selling relevant products.
Employees must demonstrate sound ethical judgment, safeguard assets, and ensure strict compliance with Citibank policies and applicable laws.
Matching Summary
Match Score: 75
Citi Handlowy is seeking a Personal Banker SAFE Act for their Torrance branch, primarily responsible for building customer relationships and assisting with sales activities. The role requires 0-2 years of relevant experience and a focus on fostering client loyalty, compliance, and effective communication.
Salary
Base: $58,190.00 - $81,210.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life insurance, paid time off
Skills & Requirements
Must-have
Sales and product execution coordination
Customer relationship management and loyalty
Cross-selling treasury and small business products
Risk assessment and compliance adherence
Client service delivery via inbound/outbound calls
Nice-to-have
Coaching and guidance for branch staff
Leveraging digital channels and marketing tools
Building referral networks through COIs
Implementing targeted sales plans for book of business