Personal Banker Safe Act, Lafayette Branch, Officer

Citi Handlowy

Lafayette, California, United States
Base: $61,280.00 - $85,520.00; bonus/equity: not s...
On-site
Sales and product knowledge
Customer relationship building
Cross-selling financial products
Citi Handlowy is seeking a Personal Banker SAFE Act for their Lafayette Branch. This entry-level position focuses on relationship-building with customers, promoting financial products, and assisting in sales activities

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.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets.

Matching Summary

Match Score: 75

Citi Handlowy is seeking a Personal Banker SAFE Act for their Lafayette Branch. This entry-level position focuses on relationship-building with customers, promoting financial products, and assisting in sales activities.

Salary

Base: $61,280.00 - $85,520.00; Bonus/Equity: Not specified; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Skills & Requirements

Must-have

  • Sales and product knowledge
  • Customer relationship building
  • Cross-selling financial products
  • Digital channel promotion
  • Compliance with policies and regulations

Nice-to-have

  • Referral business development
  • Coaching branch staff
  • Leveraging technology tools

Key Requirements

  • 0-2 years of relevant experience
  • NMLS registration; Safe Act compliant
  • Bachelor's Degree/University degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter