Personal Banker Safe Act, Palo Alto Branch, Officer

Citi Handlowy

Palo Alto, California, United States
Base: $61,280.00 - $85,520.00; bonus/equity: discr...
Not specified
Sales and product execution
Customer relationship management
Cross-selling treasury products
Citi Handlowy is seeking a Personal Banker SAFE Act for its Palo Alto branch, an entry-level role focused on enhancing customer relationships and driving sales of banking products. Candidates should have a degree and ideally some background in banking or sales, while the position offers competitive benefits and the opportunity to work with a supportive team

Job Summary

  • This entry-level position is responsible for assisting in the execution of sales activities while fostering customer loyalty to increase sales to individual consumer clients.
  • The role involves working with business credit requests under $250K, recognizing larger lending opportunities, and cross-selling treasury and small business products.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

Match Score: 75

Citi Handlowy is seeking a Personal Banker SAFE Act for its Palo Alto branch, an entry-level role focused on enhancing customer relationships and driving sales of banking products. Candidates should have a degree and ideally some background in banking or sales, while the position offers competitive benefits and the opportunity to work with a supportive team.

Salary

Base: $61,280.00 - $85,520.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life insurance, wellness programs, and paid time off

Skills & Requirements

Must-have

  • Sales and product execution
  • Customer relationship management
  • Cross-selling treasury products
  • Small business client growth
  • Compliance with bank policies

Nice-to-have

  • Coaching branch staff members
  • Leveraging digital marketing tools
  • Building Centers of Influence
  • Strong verbal communication skills

Key Requirements

  • Bachelor's Degree or equivalent experience
  • NMLS registration required
  • SAFE Act compliant certification
  • 0-2 years relevant banking or sales experience

Work Rights

Not specified

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