The Personal Banker SAFE Act position at Publix Serving (Civica) in Little Tokyo, CA, is an entry-level role focused on fostering customer relationships and increasing sales through the execution of service activities. The ideal candidate should have some banking or sales experience, possess strong communication skills, and be compliant with SAFE Act regulations
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.
The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.
Matching Summary
Match Score: 75
The Personal Banker SAFE Act position at Publix Serving (Civica) in Little Tokyo, CA, is an entry-level role focused on fostering customer relationships and increasing sales through the execution of service activities. The ideal candidate should have some banking or sales experience, possess strong communication skills, and be compliant with SAFE Act regulations.
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
Skills & Requirements
Must-have
sales and service activities
foster customer relations
increase sales to consumers
business credit requests < $250K
cross sell treasury products
deliver remarkable client experience
understand and comply with policies
Nice-to-have
build referral business opportunities
grow small business client base
coach branch staff on products
leverage technology and marketing tools
Key Requirements
0-2 years of relevant experience
Previous banking, retail, or sales experience preferred
Knowledge of Smart Banking tools
NMLS registration; Safe Act compliant
Bachelor's Degree/University degree or equivalent experience