Personal Banker Safe Act, San Pablo Branch, Officer

Citi

San Pablo, California, United States
Base: $61,280.00 - $85,520.00; bonus/equity: discr...
Safe act compliant nmls registration
Customer service and sales coordination
Cross-selling treasury and small business products
This entry-level role focuses on fostering customer relationships to build loyalty and increase sales to individual consumer clients

Job Summary

  • This entry-level role focuses on fostering customer relationships to build loyalty and increase sales to individual consumer clients.
  • The position involves working with business credit requests under $250K while identifying opportunities to cross-sell treasury and small business products.
  • Employees will receive competitive benefits including medical, dental, vision coverage, a 401(k), and paid time off packages.

Matching Summary

This entry-level role focuses on fostering customer relationships to build loyalty and increase sales to individual consumer clients.

Salary

Base: $61,280.00 - $85,520.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life insurance, wellness programs, and paid time off.

Skills & Requirements

Must-have

  • SAFE Act compliant NMLS registration
  • Customer service and sales coordination
  • Cross-selling treasury and small business products

Nice-to-have

  • Experience with Smart Banking tools
  • Coaching skills for branch staff
  • Strong written and verbal communication

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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