Personal Banker Safe Act, Lakewood Branch, Officer

Citi Handlowy

Lakewood, California, United States
Base: $58,190.00 - $81,210.00; bonus/equity: discr...
Not specified
Customer service and sales coordination
Cross-sell treasury and small business products
Compliance with citibank policies and regulations
Citi Handlowy is seeking a Personal Banker SAFE Act Officer for their Lakewood Branch to assist in sales and customer service activities, aiming to build customer loyalty and increase sales for individual consumer clients. The ideal candidate should have up to 2 years of relevant experience, preferably in banking or sales, and must comply with SAFE Act regulations

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.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

Match Score: 85

Citi Handlowy is seeking a Personal Banker SAFE Act Officer for their Lakewood Branch to assist in sales and customer service activities, aiming to build customer loyalty and increase sales for individual consumer clients. The ideal candidate should have up to 2 years of relevant experience, preferably in banking or sales, and must comply with SAFE Act regulations.

Salary

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

Skills & Requirements

Must-have

  • Customer service and sales coordination
  • Cross-sell treasury and small business products
  • Compliance with Citibank policies and regulations
  • Risk assessment and ethical judgment
  • Client acquisition and relationship deepening

Nice-to-have

  • Coaching and guidance for branch staff
  • Leveraging technology and marketing tools
  • Building referral business through COIs
  • Strong written and verbal communication skills

Key Requirements

  • Bachelor's Degree or equivalent experience
  • NMLS registration and Safe Act compliance
  • 0-2 years of relevant banking or sales experience
  • Knowledge of Smart Banking tools and technologies

Work Rights

Not specified

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