Personal Banker SAFE ACT, Piedmont Avenue Branch, Officer
Core
Entry-level role assisting in sales execution and customer service to foster loyalty and increase sales for individual consumer clients.
Role type
entry-level personal banker (branch sales)
Builds
consumer banking products and small business treasury solutions
Domain
banking / consumer finance
Deliverable
product features
Required skills
sales execution, customer relationship building, cross-selling, risk assessment, compliance adherence, coaching, financial solutions presentation
Preferred skills
banking/retail/sales experience, Smart Banking tools knowledge
Technologies
Smart Banking tools
Responsibilities
assist in business credit requests under $250K, build referral opportunities via Centers of Influence, deliver client services via inbound/outbound calls, coach tellers and branch staff, educate clients on digital channels, assess risk and ensure regulatory compliance (via careerplan.io/jobs/859034253677-personal-banker-safe-act-piedmont-avenue-branch-officer-at-citi)