Personal Banker SAFE ACT - McLean Branch

Citigroup

McLean, Virginia, United States
Base: $58,190.00 - $81,210.00; bonus/equity: discr...
On-site
Sales and product execution for consumer clients
Cross-selling treasury and small business products
Building customer loyalty through service delivery
The Personal Banker SAFE Act position at Citi in McLean, Virginia, is an entry-level role focused on building customer relationships, promoting products, and enhancing sales within a branch setting. Ideal candidates will have some banking or retail experience and must be NMLS registered

Job Summary

  • This entry-level position is responsible for assisting in the execution of sales activities while fostering strong relationships with customers to build loyalty.
  • The role involves recognizing transaction needs, educating clients on digital channels, and leveraging technology to uncover opportunities for relevant product offers.
  • 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: 80

The Personal Banker SAFE Act position at Citi in McLean, Virginia, is an entry-level role focused on building customer relationships, promoting products, and enhancing sales within a branch setting. Ideal candidates will have some banking or retail experience and must be NMLS registered.

Salary

Base: $58,190.00 - $81,210.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life insurance, wellness programs

Skills & Requirements

Must-have

  • Sales and product execution for consumer clients
  • Cross-selling treasury and small business products
  • Building customer loyalty through service delivery
  • Risk assessment and compliance with bank policies

Nice-to-have

  • Experience in retail or previous banking roles
  • Knowledge of Smart Banking tools and technologies
  • Strong written and verbal communication skills
  • Ability to coach branch staff on products

Key Requirements

  • NMLS registration and Safe Act compliance required
  • Bachelor's degree or equivalent experience required
  • 0-2 years of relevant banking or sales experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter