Personal Banker SAFE ACT, Sacramento Area, Officer
Core
Entry-level role assisting in sales execution and customer service for individual consumer clients and small business accounts.
Role type
entry-level personal banker (consumer sales)
Builds
sales of treasury products, lending opportunities, and digital channels for individual consumers and small businesses
Domain
banking / consumer finance
Deliverable
product features (via careerplan.io/jobs/859035414163-personal-banker-safe-act-sacramento-area-officer-at-citi)
Required skills
sales execution, customer relationship building, risk assessment, compliance adherence, product education, referral generation
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, build referral business through Centers of Influence, deliver client services via inbound/outbound calls, coach branch staff on products, educate clients on digital channels, assess risk and ensure compliance
Seniority
Entry-level, 0-2 years experience