OrangeRecruiter Since 2001
the smart solution for Orange jobs

Personal Banker SAFE Act - San Gabriel Valley Area

Company: Citi
Location: Orange
Posted on: January 15, 2020

Job Description:

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.

Responsibilities:

  • Deliver client services and acquire new relationships and deepens existing relationships through the cross sell of relevant products and
  • Build referral business opportunities through Centers of Influence (COIs) and recommend strategies to grow the consumer and small business client base
  • Handle small business credit requests up to $100K, recognize/escalate larger lending opportunities and cross sell treasury/ and related small business products
  • Recognize transaction needs of clients and educate clients on service and digital channels for providing assistance with self-service
  • Perform calling activities including outbound sales as well as follow ups
  • Coach tellers and other branch staff on products/special programs, identifying client needs, and providing appropriate referrals
  • Understand and comply with Citibank policies, standards and procedures to ensure the security of the bank's and clients' assets
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
    Qualifications:
    • 2-4 years of relevant experience
    • NMLS registration; Safe Act compliant
    • Previous banking, retail, or sales experience preferred
    • Proficient sales skills
    • Consistently demonstrates clear and concise written and verbal communication skills
    • Proficient computer skills and banking technology skills
      Education:
      • High School diploma or equivalent
        This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.-------------------------------------------------Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - US------------------------------------------------------Time Type :------------------------------------------------------Citi is an equal opportunity and affirmative action employer.
        Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity CLICK HERE.To view the "EEO is the Law" poster CLICK HERE. To view the EEO is the Law Supplement CLICK HERE.
        To view the EEO Policy Statement CLICK HERE.
        To view the Pay Transparency Posting CLICK HERE.

Keywords: Citi, Orange , Personal Banker SAFE Act - San Gabriel Valley Area, Other , Orange, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


eCommerce Flexible Power Equipment Associate - LAX2
Description: Position Description br Come join our fast-paced, friendly environment br As an eCommerce Warehouse Associate in a Walmart Fulfillment Center, you ll find a friendly, team-oriented culture in a clean (more...)
Company: Walmart
Location: Placentia
Posted on: 01/29/2020

Senior Associate, Cyber Risk
Description: Kroll, a division of Duff Phelps and part of the Governance, Risk, Investigations and Disputes business unit, is the leading global provider of risk solutions. For more than 45 years, Kroll has helped (more...)
Company: Duff and Phelps, LLC
Location: Altadena
Posted on: 01/29/2020

Junior Software Developer
Description: Revature is the fastest growing employer of emerging technology talent in the US. We will hire over 300 new Junior Software Developers in the next 4 weeks. One day someone is going to ask you where
Company: Revature
Location: Coachella
Posted on: 01/29/2020


Lot Associate
Description: Job DescriptionLot Associates assist customers with the loading of their vehicles and also monitor
Company: Home Depot
Location: Coachella
Posted on: 01/29/2020

Weekend Jobs - Drive with Lyft - Make $1800 in your First Month, Guaranteed
Description: What is Lyft Lyft matches drivers with passengers who request rides through the Lyft smartphone app. Signing up to be a Lyft driver is the perfect opportunity for you to set your own schedule and be your (more...)
Company: Lyft
Location: Altadena
Posted on: 01/29/2020

Lot Associate
Description: Job DescriptionLot Associates assist customers with the loading of their vehicles and also monitor
Company: Home Depot
Location: Placentia
Posted on: 01/29/2020

URGENT: Handyman Wanted - Blinds Install
Description: Need blinds installed on
Company: MeetA USD
Location: Cathedral City
Posted on: 01/29/2020

Postmates Part Time Delivery Driver (Same Day Activation)
Description: Postmates has the largest on-demand fleet in the U.S. with 200,000 Postmates, and an equally extensive network of merchants. While some companies try to build a warehouse outside of a city and funnel (more...)
Company: Postmates
Location: Placentia
Posted on: 01/29/2020

Junior Software Developer
Description: Revature is the fastest growing employer of emerging technology talent in the US. We will hire over 300 new Junior Software Developers in the next 4 weeks. One day someone is going to ask you where
Company: Revature
Location: Yucaipa
Posted on: 01/29/2020

Holiday Jobs - Drive for Lyft, Make $1800 in your First Month, Guaranteed
Description: What is Lyft Lyft matches drivers with passengers who request rides through the Lyft smartphone app. Signing up to be a Lyft driver is the perfect opportunity for you to set your own schedule and be your (more...)
Company: Lyft
Location: Altadena
Posted on: 01/29/2020

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Orange RSS job feeds