Personal Banker SAFE Act - Berkeley Branch

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.

• Work with business credit requests less than $250K
• Recognize/refer larger lending opportunities
• Build referral business opportunities
• Assist in strategies to grow the small business client
• Deliver client services/outbound calls/inbound calls
• Provide Tellers and other branch staff with coaching and guidance
• Recognize transaction needs of clients
• Educate clients on all service and digital channels
• Leverage technology/marketing tools to uncover opportunities
• Present product offers/financial solutions
• Understand and comply with Citibank policies, standards and procedures
• Assess risk when business decisions are made
• Demonstrate sound ethical judgment regarding personal behavior, conduct and business practices
• Escalate, manage and report control issues with transparency

• 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
• Bachelor's Degree/University degree or equivalent experience

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages
• planned time off (vacation)
• unplanned time off (sick leave)
• paid holidays

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