Personal Banker SAFE Act, Las Vegas, Summerlin Branch, Officer
About The Position
The Personal Banker SAFE Act is an entry-level position that assists with sales, product, and service activities in coordination with the customer service team. The role focuses on fostering customer relationships, building loyalty, and increasing sales to individual consumer clients. The position is based at Citi’s Summerlin branch in Las Vegas, Nevada, and is an Officer role. The Personal Banker supports small-business lending and sales, develops referral opportunities, and helps grow a small-business client base. The role also serves customers through inbound and outbound calls, provides guidance to branch staff, identifies customer needs, and recommends relevant products, services, and digital channels. The position requires compliance with Citi policies and applicable laws, sound risk judgment, and transparent escalation and reporting of control issues. This is a full-time position with a stated annual salary range of $54,100 to $75,500. Eligible employees may also receive discretionary and formulaic incentive and retention awards. Citi lists medical, dental, vision, 401(k), life, accident and disability insurance, wellness programs, paid time off, and paid holidays among its benefits; offerings may vary by jurisdiction, job level, and hire date.
Requirements
- 0–2 years of relevant experience.
- Knowledge of Smart Banking tools and technologies.
- NMLS registration and compliance with the SAFE Act.
- 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.
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 with strategies to grow the small-business client base and implement sales plans targeting Book of Business customers.
- Deliver client services and conduct outbound and inbound calls to acquire new relationships and deepen existing ones through cross-selling relevant products and services while providing a remarkable client experience.
- Coach and guide tellers and other branch staff on products, special programs, identifying client needs, and making appropriate referrals.
- Recognize clients’ transaction needs, educate them about service and digital channels, use available technology and marketing tools to identify opportunities, and present product offers and financial solutions.
- Understand and comply with Citi policies, standards, and procedures.
- Assess risk appropriately when making business decisions, protect the firm’s reputation and the assets of Citi and its clients, comply with applicable laws and policies, apply sound ethical judgment, and transparently escalate, manage, and report control issues.
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- 401(k)
- Life insurance
- Accident insurance
- Disability insurance
- Wellness programs
- Paid time off, including vacation and sick leave
- Paid holidays
- Eligible employees may receive discretionary and formulaic incentive and retention awards
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
