Personal Banker SAFE Act, Boynton Beach Branch, Officer

About the role

The Personal Banker SAFE Act is an entry-level position responsible for assisting in the execution of sales, products, or service activities in coordination with the customer service team. The overall objective is to foster relationships with customers to build loyalty and 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 base and implement appropriate sales plans to target Book of Business customers.
• Deliver client services, outbound/inbound calls to acquire new relationships and deepen existing ones through cross-selling relevant products and services while delivering a remarkable client experience.
• Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and making appropriate referrals.
• Recognize transaction needs of clients, educate them on all service and digital channels, leverage technology/marketing tools to uncover opportunities, and present product offers/financial solutions.
• Understand and comply with Citibank policies, standards, and procedures.
• Appropriately assess risk when making business decisions, demonstrating 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, and escalating/managing control issues with transparency.

Requirements

• 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.

Qualifications

Bachelor’s Degree/University degree or equivalent experience.

Pay

Full-time salary range: $50,600.00 - $70,600.00. In addition to salary, eligible employees may receive discretionary and formulaic incentive and retention awards.

Benefits

• Medical, dental, and vision coverage.
• 401(k) retirement plan.
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off, including vacation, sick leave, and holidays.

Available offerings may vary by jurisdiction, job level, and date of hire.

Schedule

Full time.

Primary location: Boynton Beach, Florida, United States.