Personal Banker SAFE Act, Clovis Branch, Officer

Citibank (Switzerland) AG; Clovis (CA); Hybrid; USD 54,000 - 76,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

401(k)

Life Insurance

Disability Insurance

Wellness programs

Paid time off

Job summary

Citibank (Switzerland) AG—Clovis, CA is hiring a Personal Banker SAFE Act to assist in sales, products and services within the customer service team. The role aims to foster client relationships, grow loyalty and increase consumer sales through cross-selling and excellent service.

The position requires 0-2 years of relevant experience, a Bachelor's degree, NMLS registration, and knowledge of Smart Banking tools. It is an on-site, full-time role with Citi benefits and a strong compliance mindset.

Qualifications

• 0-2 years of relevant experience.
• Previous banking, retail, or sales experience preferred.
• NMLS registration; Safe Act compliant.

Responsibilities

• Work with business credit requests under $250K and refer larger lending opportunities.
• Cross-sell treasury and related small business products.
• Build referral opportunities through COIs and MGM program.
• Deliver client services via outbound/inbound calls to acquire new relationships.
• Provide coaching to tellers and branch staff on products and programs.
• Identify client needs and provide referrals and financial solutions.
• Educate clients on service and digital channels and leverage marketing tools.

Skills

Sales

Customer service

Communication

Cross-selling

Coaching

Education

Bachelor's degree

Tools

Smart Banking tools

Job description

## Personal Banker SAFE Act, Clovis Branch, OfficerApply: On-Site: Clovis California United States: Full time: Posted Today: 26998559The 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 experienceThis 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:**Clovis California United States------------------------------------------------------## **Primary Location Full Time Salary Range:**$54,100.00 - $75,500.00In 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.