Personal Banker Safe Act, San Diego County, Officer

Citi Handlowy

San Diego, California, United States
Base: $58,190.00 - $81,210.00; bonus/equity: discr...
Customer service and sales coordination
Small business credit request handling
Cross-selling treasury and related products
This entry-level position is responsible for fostering customer relations to build loyalty and increase sales to individual consumer clients

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

This entry-level position is responsible for fostering customer relations to build loyalty and increase sales to individual consumer clients.

Salary

Base: $58,190.00 - $81,210.00; Bonus/Equity: Discretionary and formulaic incentive 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
  • Small business credit request handling
  • Cross-selling treasury and related products
  • Client acquisition through outbound calls
  • Compliance with Citibank policies

Nice-to-have

  • Coaching and guidance for branch staff
  • Leveraging digital channels for client needs
  • Building referral business opportunities
  • 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

Work Rights

Not specified

Tailored Resume

Cover Letter