Deliver client services and manage customer relationships
The Personal Banker SAFE Act role focuses on fostering customer relationships to build loyalty and increase sales to individual and small business clients
Job Summary
The Personal Banker SAFE Act role focuses on fostering customer relationships to build loyalty and increase sales to individual and small business clients.
This position offers a competitive salary range along with discretionary incentives and comprehensive employee benefits including medical, dental, vision, 401(k), and paid time off.
Citi is an equal opportunity employer committed to diversity and provides reasonable accommodations for persons with disabilities.
Matching Summary
The Personal Banker SAFE Act role focuses on fostering customer relationships to build loyalty and increase sales to individual and small business clients.
Salary
Base: $61,280.00 - $85,520.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards; Benefits: Medical, dental, vision, 401(k), life, accident, disability insurance, wellness programs, paid time off
Skills & Requirements
Must-have
Work with business credit requests under $250K
Cross sell treasury and small business products
Deliver client services and manage customer relationships
Comply with banking policies and regulations
Use digital channels and marketing tools
Provide coaching to branch staff
Nice-to-have
Build referral business through Centers of Influence
Implement sales plans for small business clients
Recognize and refer larger lending opportunities
Demonstrate clear written and verbal communication
Key Requirements
0-2 years relevant experience
Previous banking, retail, or sales experience preferred