Personal Banker Safe Act - Arlington Branch

Work From Home With CiCi

Arlington, VA, US
Base: $58,190.00 - $81,210.00; bonus/equity: discr...
Sales and service activities
Fostering customer relations
Cross-sell treasury and small business products
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, recognizing lending opportunities, cross-selling treasury and small business products, and building referral business.
  • The role involves delivering client services, acquiring new relationships, deepening existing ones through cross-selling, and educating clients on service and digital channels.

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: $58,190.00 - $81,210.00; 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
  • Fostering customer relations
  • Cross-sell treasury and small business products
  • Deliver client services and outbound calls
  • Leverage technology and marketing tools
  • Comply with Citibank policies and procedures

Nice-to-have

  • Build referral business opportunities
  • Grow small business client base
  • Deliver remarkable client experience
  • Coach and guide branch staff

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