Personal Banker SAFE ACT, Clovis Branch, Officer
Core
Entry-level role assisting in sales of banking products and services to individual consumer clients and small businesses to foster loyalty and increase sales.
Role type
entry-level personal banker (consumer sales) (via careerplan.io/jobs/859035369762-personal-banker-safe-act-clovis-branch-officer-at-citi)
Builds
consumer banking products, small business treasury products, and referral business opportunities
Domain
banking / consumer finance
Deliverable
product features
Required skills
sales, customer service, risk assessment, compliance, coaching, product knowledge, digital channel education
Preferred skills
previous banking/retail/sales experience, knowledge of Smart Banking tools, NMLS registration
Technologies
Smart Banking tools
Responsibilities
assist in execution of sales activities, work with business credit requests under $250K, build referral opportunities via COIs and MGM programs, deliver client services and outbound/inbound calls, provide coaching to tellers and branch staff, educate clients on service channels, assess risk and ensure compliance with policies