Personal Banker Safe Act – East Meadow Branch

Workforcity

East Meadow, New York, United States
Base: $61,280.00 - $85,520.00; bonus/equity: discr...
Sales and service activities
Foster customer relations
Increase sales to individual clients
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team

Job Summary

  • The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.
  • Responsibilities include working with business credit requests, building referral business, and delivering client services to acquire new relationships and deepen existing ones.
  • Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Matching Summary

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.

Salary

Base: $61,280.00 - $85,520.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Skills & Requirements

Must-have

  • sales and service activities
  • foster customer relations
  • increase sales to individual clients
  • business credit requests less than $250K
  • cross sell treasury and small business products
  • build referral business opportunities
  • deliver client services
  • acquire new relationships
  • deepen existing relationships
  • cross-sell relevant products
  • deliver remarkable client experience
  • understand and comply with policies
  • assess risk and drive compliance
  • clear and concise communication skills

Nice-to-have

  • knowledge of Smart Banking tools
  • coaching and guidance on products

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

Tailored Resume

Cover Letter