Personal Banker SAFE Act, Dublin Branch, Officer
Core
Entry-level role assisting in sales execution and customer service for individual consumer clients and small business accounts.
Role type
entry-level branch sales officer
Builds
sales of treasury products, lending opportunities, and digital channel adoption for consumers and small businesses
Domain
banking / consumer finance
Deliverable
product features
Required skills
sales execution, customer relationship building, risk assessment, compliance adherence, product education, referral generation, cross-selling
Preferred skills
banking or retail experience, knowledge of Smart Banking tools, NMLS registration (via careerplan.io/jobs/859035870783-personal-banker-safe-act-dublin-branch-officer-at-citi)
Technologies
Smart Banking tools
Responsibilities
assist in business credit requests under $250K, build referral business via Centers of Influence, deliver client services via inbound/outbound calls, coach branch staff on products, educate clients on digital channels, assess risk and ensure regulatory compliance