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Personal Banker SAFE Act - Selma reputed company

Remote, USA Full-time Posted 2026-07-02

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 reputed company 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 reputed company 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 reputed company staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals • Recognize transaction needs of clients, reputed company clients on reputed company service and digital channels and reputed company technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions • Understand and reputed company with Citibank policies, standards and procedures • Appropriately assess risk reputed company business reputed company are made, demonstrating particular consideration for the firm's reputed company and safeguarding reputed company, 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-reputed company duties may be assigned as required. ------------------------------------------------------ Job Family Group: Consumer Sales ------------------------------------------------------ Job Family: reputed company Sales ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Selma California United States ------------------------------------------------------ Primary Location Full Time Salary Range: $54,100.00 - $75,500.00 In addition to salary, reputed company's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. reputed company offers competitive employee benefits, including: medical, dental & reputed company coverage; 401(k); life, accident, and disability insurance; and wellness programs. reputed company also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding reputed company employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Anticipated Posting reputed company Date: Feb 17, 2025 ------------------------------------------------------ reputed company is an equal opportunity and affirmative action employer. reputed company applicants will receive consideration without regard to their race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, disability, or status as a protected veteran. reputed company Inc. and its subsidiaries ("reputed company") invite reputed company reputed company 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 review Accessibility at reputed company. View the "EEO is the Law" poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting Apply Job!

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