Personal Banker Safe Act, Palm Desert Branch, Officer

Publix Serving (Civica)

Palm Desert, California, United States
Base: $54,100.00 - $75,500.00; bonus/equity: discr...
Sales and service activities
Customer relationship building
Cross-sell treasury 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, building referral business, and delivering client services to acquire new relationships and deepen existing ones.
  • Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

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: $54,100.00 - $75,500.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs

Skills & Requirements

Must-have

  • sales and service activities
  • customer relationship building
  • cross-sell treasury products
  • small business client growth
  • digital channel education
  • Citibank policies compliance

Nice-to-have

  • remarkable client experience
  • coaching branch staff
  • leveraging marketing tools

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