Personal Banker SAFE Act, Palo Alto Branch, Officer

Citigroup

Palo Alto, California, United States
Base: $61,280.00 - $85,520.00; bonus/equity: discr...
**
Sales and product execution coordination
Customer service and relationship management
Cross-selling treasury and small business products
** Citigroup is seeking a Personal Banker SAFE Act for their Palo Alto Branch, focusing on building customer relationships and driving sales through effective service and cross-selling strategies. This entry-level position requires minimal prior experience, emphasizing customer service and compliance with banking regulations. **

Job Summary

  • This entry-level position focuses on fostering customer loyalty while driving sales growth for individual consumer and small business clients.
  • The role requires assisting with credit requests under $250K, identifying larger lending opportunities, and implementing targeted sales plans.
  • Employees benefit from competitive compensation, comprehensive medical and dental coverage, 401(k) matching, and paid time off packages.

Matching Summary

Match Score: 75

** Citigroup is seeking a Personal Banker SAFE Act for their Palo Alto Branch, focusing on building customer relationships and driving sales through effective service and cross-selling strategies. This entry-level position requires minimal prior experience, emphasizing customer service and compliance with banking regulations. **

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 coordination
  • Customer service and relationship management
  • Cross-selling treasury and small business products
  • Risk assessment and compliance adherence
  • Digital channel education and technology leverage

Nice-to-have

  • Coaching and guidance for branch staff
  • Centers of Influence referral network building
  • Member Get Member program participation
  • Clear written and verbal communication skills

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter