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Personal Banker SAFE Act at Citi - ApplyBlast

Personal Banker SAFE Act

Citi

1 month ago

3.6 on Glassdoor

San Rafael, California, United States

Onsite

Full Time

Junior

0 applicants

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About this role

The Personal Banker SAFE Act is an entry-level position focused on assisting with sales, products, and service activities in coordination with the customer service team. The role aims to foster customer relationships to build loyalty and increase sales to individual consumer clients. Responsibilities include managing business credit requests, building referral opportunities, and delivering exceptional client services through cross-selling relevant products.

Responsibilities

Execute sales and service activities to build customer loyalty and increase sales
Manage business credit requests and refer larger lending opportunities
Deliver client services and cross-sell relevant products and services

Skills

Qualifications

Bachelor's Degree/University degree or equivalent experienceNMLS registrationSafe Act compliant

About Citi

citi.com

Company Size

1-10 employees

Founded

2025

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Citibank offers multiple banking services that help you find the right credit cards, open a bank account for checking, & savings, or apply for mortgage & personal loans.