Personal Banker SAFE ACT, San Pablo | Richmond | Albany Area, 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 consumer banking officer
Builds
consumer banking products and services
Domain
banking / consumer finance
Deliverable
product features
Required skills
sales execution, customer relationship building, risk assessment, compliance adherence, product knowledge, coaching, digital channel education
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 branch staff on products and programs, educate clients on digital channels, comply with bank policies and regulations
Seniority
Entry-level, 0-2 years experience (via careerplan.io/jobs/859034983449-personal-banker-safe-act-san-pablo-richmond-albany-area-officer-at-citi)