Personal Banker Safe Act, Sacramento Fort Sutter Branch, Officer

Workforcity

Sacramento, California, United States
Base: $58,190.00 - $81,210.00; bonus/equity: discr...
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Sales and service activities
Customer relationship building
Cross-sell treasury products
** The Personal Banker SAFE Act position at Citi's Fort Sutter Branch in Sacramento is an entry-level role focused on customer engagement and sales within the banking sector. Candidates are expected to assist in sales activities, build customer relationships, and support branch staff while adhering to compliance regulations. The position offers competitive compensation and employee benefits. **

Job Summary

  • The Personal Banker SAFE Act is an entry-level position responsible for assisting in sales, products, or service activities to foster customer loyalty and increase sales to individual consumer clients.
  • Responsibilities include working with business credit requests, building referral business, delivering client services, and educating clients on digital channels and product offers.
  • The role requires NMLS registration, Safe Act compliance, and offers a salary range of $58,190.00 - $81,210.00, along with competitive employee benefits.

Matching Summary

Match Score: 75

** The Personal Banker SAFE Act position at Citi's Fort Sutter Branch in Sacramento is an entry-level role focused on customer engagement and sales within the banking sector. Candidates are expected to assist in sales activities, build customer relationships, and support branch staff while adhering to compliance regulations. The position offers competitive compensation and employee benefits. **

Salary

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

Skills & Requirements

Must-have

  • Sales and service activities
  • Customer relationship building
  • Cross-sell treasury products
  • Referral business development
  • Client service and outbound calls
  • Compliance with policies and procedures

Nice-to-have

  • Leverage technology and marketing tools
  • Provide coaching and guidance
  • Foster customer loyalty
  • Drive sales to individual consumers

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

Work Rights

Not specified

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