Personal Banker: Client Growth & Cross-Sell

Citibank (Switzerland) AG; San Pablo (CA); On-site; Confidential; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off packages

Job summary

A major financial institution is seeking a Personal Banker in San Pablo, CA. This entry-level position focuses on executing sales and service activities while fostering customer relationships to increase sales. Candidates should have a Bachelor's degree and preferably some experience in banking or sales. The salary range is $61,280.00 - $85,520.00, with benefits including medical and dental coverage, 401(k), and paid time off.

Qualifications

• 0-2 years of relevant experience required.
• Previous banking, retail, or sales experience preferred.
• NMLS registration and compliance with Safe Act required.

Responsibilities

• Assist in the execution of sales and service activities.
• Deliver client services to acquire new relationships.
• Provide coaching and guidance on products to branch staff.

Skills

Customer service

Sales

Communication

Education

Bachelor's Degree or equivalent experience

Tools

Smart Banking tools

Job description

A major financial institution is seeking a Personal Banker in San Pablo, CA. This entry-level position focuses on executing sales and service activities while fostering customer relationships to increase sales. Candidates should have a Bachelor's degree and preferably some experience in banking or sales. The salary range is $61,280.00 - $85,520.00, with benefits including medical and dental coverage, 401(k), and paid time off.