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The Personal Banker SAFE Act position at Citi's Rancho Cucamonga Branch is an entry-level role focused on fostering customer relationships and driving sales through service activities. The ideal candidate will assist with small business credit requests and support the branch's customer service team to enhance client experiences.
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Job Summary
The Personal Banker SAFE Act is an entry-level position responsible for assisting in sales, products, or service activities to foster customer loyalty and increase sales to individual consumer clients.
Responsibilities include working with business credit requests, building referral opportunities, and delivering client services through calls to acquire new and deepen existing relationships.
Citi offers competitive employee benefits including medical, dental & vision coverage, 401(k), life insurance, and paid time off packages.
Matching Summary
Match Score: 75
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The Personal Banker SAFE Act position at Citi's Rancho Cucamonga Branch is an entry-level role focused on fostering customer relationships and driving sales through service activities. The ideal candidate will assist with small business credit requests and support the branch's customer service team to enhance client experiences.
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Salary
Base: $54,100.00 - $75,500.00; 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
Skills & Requirements
Must-have
Cross-sell treasury and small business products
Build referral business opportunities
Deliver client services and outbound calls
Leverage technology and marketing tools
Comply with Citibank policies and procedures
Nice-to-have
Foster customer loyalty and relationships
Provide coaching and guidance to staff
Drive compliance with laws and regulations
Key Requirements
0-2 years of relevant experience
NMLS registration; Safe Act compliant
Bachelor's Degree/University degree or equivalent experience