Deliver client services and outbound/inbound calls
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
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, building referral business, and delivering client services to acquire new relationships and deepen existing ones.
Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
Matching 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.
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; and wellness programs
Skills & Requirements
Must-have
cross-sell treasury and small business products
build referral business opportunities
deliver client services and outbound/inbound calls
educate clients on service and digital channels
comply with Citibank policies and procedures
Nice-to-have
foster customer loyalty and increase sales
provide coaching and guidance to branch staff
leverage technology and marketing tools
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