Personal Banker SAFE Act, Las Vegas Park Branch, Officer

Citi • Las Vegas, NV

9d • $54,100 - $75,500

About The Position

The Personal Banker SAFE Act is an entry-level position responsible for assisting with the execution of sales, products, and service activities in coordination with the customer service team. The role’s overall objective is to foster customer relationships, build loyalty, and help increase sales to individual consumer clients. The position also supports small-business client growth through lending, referrals, cross-selling, and sales planning.

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Requirements

• 0–2 years of relevant experience.
• NMLS registration and SAFE Act compliance.
• Consistently demonstrate clear and concise written and verbal communication skills.
• Bachelor’s degree/university degree or equivalent experience.

Nice To Haves

• Previous banking, retail, or sales experience.
• Knowledge of Smart Banking tools and technologies.

Responsibilities

• Work with business credit requests under $250,000, recognize and refer larger lending opportunities, and cross-sell treasury and related small-business products.
• Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program.
• Assist in strategies to grow the small-business client base and implement appropriate sales plans to target Book of Business customers.
• Deliver client services and make outbound and inbound calls to acquire new relationships and deepen existing ones through cross-selling relevant products and services while delivering a remarkable client experience.
• Provide tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals.
• Recognize clients’ transaction needs, educate clients on service and digital channels, leverage available technology and marketing tools to uncover opportunities, and present product offers and financial solutions.
• Understand and comply with Citibank policies, standards, and procedures.
• Appropriately assess risk in business decisions, considering the firm’s reputation and safeguarding Citigroup, its clients, and assets; drive compliance with applicable laws, rules, and regulations; adhere to policy; apply sound ethical judgment; and transparently escalate, manage, and report control issues.

Benefits

• Medical, dental, and vision coverage.
• 401(k).
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
• Eligible employees may receive discretionary and formulaic incentive and retention awards.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level