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.
The role requires understanding and complying with Citibank policies, standards, and procedures, and appropriately assessing risk.
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; wellness programs; paid time off packages
Skills & Requirements
Must-have
Sales and service activities
Customer relationship building
Cross-sell treasury and small business products
Client acquisition and deepening relationships
Compliance with Citibank policies
Nice-to-have
Leverage technology and marketing tools
Deliver remarkable client experience
Provide coaching and guidance to staff
Key Requirements
0-2 years of relevant experience
Previous banking, retail, or sales experience preferred
NMLS registration; Safe Act compliant
Clear and concise written and verbal communication skills
Bachelor's Degree/University degree or equivalent experience