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 product execution coordination
Customer relationship and loyalty building
Cross-selling treasury and small business products
This entry-level position is responsible for assisting in the execution of sales and service activities to foster customer loyalty and increase sales to individual consumer clients

Job Summary

  • This entry-level position is responsible for assisting in the execution of sales and service activities to foster customer loyalty and increase sales to individual consumer clients.
  • The role involves working with business credit requests under $250K, recognizing larger lending opportunities, and cross-selling treasury and small business products.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages alongside a salary range of $54,100.00 to $75,500.00.

Matching Summary

This entry-level position is responsible for assisting in the execution of sales and service activities to foster customer loyalty and increase sales to individual consumer clients.

Salary

Base: $54,100.00 - $75,500.00; 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

  • Sales and product execution coordination
  • Customer relationship and loyalty building
  • Cross-selling treasury and small business products
  • Risk assessment and compliance adherence
  • Client service via inbound and outbound calls

Nice-to-have

  • Coaching and guidance for branch staff
  • Leveraging technology and marketing tools
  • Building referral business through COIs
  • Implementing sales plans for target book of business

Key Requirements

  • NMLS registration and Safe Act compliance
  • Bachelor's degree or equivalent experience
  • 0-2 years of relevant banking or sales experience
  • Knowledge of Smart Banking tools and technologies

Work Rights

Not specified

Tailored Resume

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