Personal Banker Safe Act - Mission Valley Branch- San Diego

Details of the offer

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. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.

Responsibilities:
Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products
Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program
Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers
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
Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions
Understand and comply with Citibank policies, standards and procedures
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:
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
Consistently demonstrates clear and concise written and verbal communication skills

Education:
Bachelor's Degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

------------------------------------------------------
Job Family Group:
Consumer Sales------------------------------------------------------
Job Family:
Branch Sales------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Primary Location:
San Diego California United States------------------------------------------------------
Primary Location Full Time Salary Range:
$58,190.00 - $81,210.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
Anticipated Posting Close Date:
Dec 26, 2024------------------------------------------------------
Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity reviewAccessibility at Citi.

View the "EEO is the Law" poster. View theEEO is the Law Supplement .
View theEEO Policy Statement .
View thePay Transparency Posting


Nominal Salary: To be agreed

Source: Eightfold_Ai

Job Function:

Requirements

Senior Credit Analyst

Headquartered in San Diego, Mulligan Funding serves as a leading provider of working capital ($5K - $2M) to the small and medium-sized businesses that fuel o...


Mulligan Funding - California

Published 13 days ago

Controller

Who We Are With a legacy spanning four decades, Action Property Management has become the premier choice for homeowner's association management. Founded in 1...


Action Property Management - California

Published 13 days ago

Advisor - Community Wealth

The Context Founded in 2021, Edge Collaborative ("Edge") is a civic incubator that partners with public, private, and nonprofit organizations to tackle syste...


Edge Collaborative - California

Published 13 days ago

Gerente De Relacionamento

Na ADP, somos motivados pelo seu sucesso. Fazemos com que seus talentos e perspectivas únicos se transformem em um todo. Suas ideias para fazer de modo difer...


Adp, Inc. - California

Published 13 days ago

Built at: 2024-12-23T08:34:36.937Z