Personal Banker SAFE ACT, Bilingual Spanish Speaking Preferred, Oakland Fruitvale Branch, Officer – Citi
Role Summary
The Personal Banker SAFE ACT is responsible for assisting in executing sales and service activities while collaborating with the customer service team. This role focuses on building strong relationships with clients, enhancing customer loyalty, and driving sales growth for individual consumer clients.
Job Description
In this entry-level position, you will engage in daily interactions with clients and support the customer service team in various sales activities. You will work in a dynamic environment that emphasizes relationship building and customer satisfaction.
Key Responsibilities:
- Assist in executing sales and service activities.
- Collaborate with the customer service team to enhance client experiences.
- Build strong relationships with clients to foster loyalty.
- Drive sales growth for individual consumer clients.
- Utilize Smart Banking tools and technologies effectively.
- Assess risk and ensure compliance with policies.
- Maintain accurate records of client interactions and transactions.
Job Requirements
Bachelor's Degree or equivalent experience.
0-2 years of relevant experience.
NMLS registration; Safe Act compliant.
Strong written and verbal communication skills.
Previous banking, retail, or sales experience preferred.
Ability to assess risk and comply with policies.
Quick Info
Company
Citi
Location
Selangor
Salary
—
Skills Required
7 skills
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Required Skills
Customer Relationship Management
Sales Techniques
Risk Assessment
Communication
Problem Solving
Smart Banking Tools
Team Collaboration
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