Personal Banker Safe Act, Mission Viejo Branch, Officer

Citi Handlowy

Mission Viejo, California, United States
Base: $58,190.00 - $81,210.00; bonus/equity: discr...
Not specified
Customer service and sales coordination
Cross-sell treasury and small business products
Compliance with citibank policies and regulations
Citi Handlowy is seeking a Personal Banker SAFE Act for their Mission Viejo Branch, focusing on building customer relationships and increasing sales for individual consumer clients. The position requires entry-level candidates with a background in banking, retail, or sales, along with compliance with SAFE Act regulations

Job Summary

  • This entry-level position is responsible for assisting in the execution of sales and service activities while fostering customer loyalty.
  • The role involves working with credit requests under $250K, recognizing larger lending opportunities, and cross-selling relevant financial products.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

Match Score: 75

Citi Handlowy is seeking a Personal Banker SAFE Act for their Mission Viejo Branch, focusing on building customer relationships and increasing sales for individual consumer clients. The position requires entry-level candidates with a background in banking, retail, or sales, along with compliance with SAFE Act regulations.

Salary

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

Skills & Requirements

Must-have

  • Customer service and sales coordination
  • Cross-sell treasury and small business products
  • Compliance with Citibank policies and regulations
  • Risk assessment and ethical judgment
  • Client acquisition and relationship deepening

Nice-to-have

  • Coaching and guidance for branch staff
  • Knowledge of Smart Banking tools and technologies
  • Experience in Centers of Influence referral programs
  • Strong written and verbal communication skills

Key Requirements

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

Work Rights

Not specified

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