Personal Banker Safe Act - Connecticut & K Branch

Publix Serving (Civica)

Washington District Of Columbia, United States
Base: $58,190.00 - $81,210.00; bonus/equity: discr...
Not specified
Sales and product cross-selling
Customer relationship management
Business credit requests under $250k
The Personal Banker SAFE Act position at Publix Serving (Civica) is an entry-level role focused on customer service, sales, and relationship building to enhance client loyalty and drive business growth in the banking sector. Candidates should have some experience in banking, retail, or sales, with a preference for those familiar with Smart Banking technologies

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.
  • Responsibilities include working with business credit requests less than $250K, recognizing/referring larger lending opportunities, and cross-selling treasury and related small business products.
  • Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience.

Matching Summary

Match Score: 75

The Personal Banker SAFE Act position at Publix Serving (Civica) is an entry-level role focused on customer service, sales, and relationship building to enhance client loyalty and drive business growth in the banking sector. Candidates should have some experience in banking, retail, or sales, with a preference for those familiar with Smart Banking technologies.

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 packages

Skills & Requirements

Must-have

  • Sales and product cross-selling
  • Customer relationship management
  • Business credit requests under $250K
  • Referral business development
  • Client service and outbound calls
  • Digital channel education

Nice-to-have

  • Bilingual Spanish proficiency
  • Remarkable client experience delivery

Key Requirements

  • 0-2 years of relevant experience
  • Previous banking, retail, or sales experience preferred
  • Knowledge of Smart Banking tools and technologies
  • NMLS registration; Safe Act compliant
  • Bachelor's Degree/University degree or equivalent experience

Work Rights

Not specified

Tailored Resume

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