Personal Banker SAFE Act, Sunnyvale Branch, Officer

Citigroup

Sunnyvale, California, United States
Base: $61,280.00 - $85,520.00; bonus/equity: discr...
On-site
Sales and product execution coordination
Customer relationship building and loyalty
Cross-selling treasury and small business products
Citi is seeking a Personal Banker SAFE Act Officer for its Sunnyvale branch. This entry-level position involves building customer relationships, assisting with sales activities, and providing excellent client service, while ensuring compliance with regulations

Job Summary

  • This entry-level position is responsible for assisting in the execution of sales and service activities to foster customer loyalty and increase sales to individual consumer clients.
  • The role involves working with credit requests under $250K, recognizing larger lending opportunities, and implementing sales plans to grow the small business client book.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages for eligible employees.

Matching Summary

Match Score: 75

Citi is seeking a Personal Banker SAFE Act Officer for its Sunnyvale branch. This entry-level position involves building customer relationships, assisting with sales activities, and providing excellent client service, while ensuring compliance with regulations.

Salary

Base: $61,280.00 - $85,520.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability, wellness programs, and paid time off

Skills & Requirements

Must-have

  • Sales and product execution coordination
  • Customer relationship building and loyalty
  • 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 development
  • 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

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