Personal Banker Safe Act - Bethesda Row De Novo Branch

Citi Handlowy

Bethesda Row, MD, United States
Base: $50,600.00 - $70,600.00; bonus/equity: discr...
Proactively acquire and retain relationships
World-class customer experience
Grow book of business
The De Novo Personal Banker SAFE Act is responsible for proactively acquiring, expanding and retaining relationships, growing their book of business and ensuring a world-class customer experience for all current and prospective clients

Job Summary

  • The De Novo Personal Banker SAFE Act is responsible for proactively acquiring, expanding and retaining relationships, growing their book of business and ensuring a world-class customer experience for all current and prospective clients.
  • This role is responsible for the execution of sales and service activities in coordination with key internal partners.
  • This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs.

Matching Summary

The De Novo Personal Banker SAFE Act is responsible for proactively acquiring, expanding and retaining relationships, growing their book of business and ensuring a world-class customer experience for all current and prospective clients.

Salary

Base: $50,600.00 - $70,600.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off packages

Skills & Requirements

Must-have

  • Proactively acquire and retain relationships
  • World-class customer experience
  • Grow book of business
  • Execute sales and service activities
  • Leverage phone, email, video channels
  • Compliance with Citibank policies

Nice-to-have

  • Connect with local community
  • Foster client relationships
  • Peer mentoring
  • Digitally savvy
  • Brand ambassador

Key Requirements

  • 2-4 Years of relevant experience
  • NMLS registration; Safe Act compliant
  • High school diploma or equivalent required
  • Bachelor’s Degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter