Personal Banker SAFE ACT, San Pablo | Richmond | Albany Area, Officer
$61,280–$85,520 year
On-site · San Pablo, California, United States
Job Summary
Assist in the execution of sales, products or service activities in coordination with the customer service team; foster relationships with customers to build loyalty and increase sales to individual consumer clients; cross-sell treasury and related small business products; develop referral opportunities through Centers of Influence (COIs) and the MGM program; support strategies to grow the small business client and implement sales plans targeting Book of Business customers; deliver client services via outbound and inbound calls to acquire new relationships and deepen existing ones; coach Teller and branch staff on products and programs, identifying client needs and providing referrals; educate clients on services and digital channels and leverage technology and marketing tools to uncover opportunities and present product offers; ensure compliance with Citibank policies, standards and procedures and manage risk with ethical judgment and transparency.
Required Qualifications
- 0-2 years of relevant experience
- Previous banking, retail, or sales experience preferred
- NMLS registration; Safe Act compliant
- Bachelor's Degree/University degree or equivalent experience
- Knowledge of Smart Banking tools and technologies
- Excellent written and verbal communication skills
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