Personal Banker Safe Act, San Jose- Civic Center Branch (bilingual Preferred: Spanish)

Citi Handlowy

San Jose, California, United States
Base: $61,280.00 - $85,520.00; 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 while fostering customer loyalty

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

This entry-level position is responsible for assisting in the execution of sales and service activities while fostering customer loyalty.

Salary

Base: $61,280.00 - $85,520.00; Bonus/Equity: Discretionary and formulaic incentive 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 delivery via inbound/outbound calls

Nice-to-have

  • Bilingual Spanish language skills preferred
  • Experience with Smart Banking tools
  • Coaching abilities for branch staff
  • Knowledge of Centers of Influence strategies

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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