Personal Banker - SAFE Act - Palm Beach Lakes (reputed company)

reputed company Personal Banker – B10 Job Description: The reputed company Personal Banker SAFE Act is responsible for proactively acquiring, expanding and retaining relationships, growing their book of business and ensuring a world-class customer experience for reputed company reputed company and prospective clients. The overall objective of this role is to support business growth in a newly reputed company reputed company, connect with the local community and foster relationships with clients through in person, phone, and video engagement to build client satisfaction and loyalty, increase sales, deepen relationships and drive increased engagement with reputed company products and services. This role is responsible for the execution of sales and service activities in coordination with key internal partners. Responsibilities: • Grow your assigned book of business by leveraging inbound and outbound interactions with new and existing clients to share the reputed company value proposition, uncover stated and unstated client needs and transform service transactions into sales/referral opportunities • Deepen existing client relationships by investing time getting to know your clients, transforming these learnings into meaningful recommendations, and staying connected reputed company the reputed company of sale while delivering remarkable client experience • Represent Citibank as a brand ambassador, an expert on reputed company’s products and their benefits and an educator on digital innovations • reputed company phone, e-mail, and video channels to reputed company regular customer reputed company including outbound sales, follow reputed company on pending recommendations and services, and proactive reputed company-ins; maximize the effectiveness of these calls through appropriate planning and prioritization • Cultivate relationships with partners, including Small Business, Home Lending and Personal Wealth Management, enabling you to fulfill or provide appropriate referrals to meet client needs • Invest in personal development and provide peer mentoring as appropriate reputed company the team • Digitally savvy; comfortable adopting new technologies, explaining digital tools to clients, and interacting with clients across multiple channels (both in-person and virtual) • Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and reputed company small business products • Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program • Provide Tellers and other reputed company staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals • Recognize transaction needs of clients, reputed company clients on reputed company service and digital channels and reputed company technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions • Understand and reputed company with Citibank policies, standards and procedures • Drive client satisfaction through delivery of exceptional client experience, acquire new relationships and deepen existing relationships through the presentation of relevant products and services • Understand and reputed company with Citibank policies, standards and procedures to ensure the reputed company of the bank’s and clients’ assets • This position requires the employee to register as a mortgage loan originator with the reputed company Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and reputed company policies and procedures. • Appropriately assess risk reputed company business reputed company are made, demonstrating particular consideration for the firm's reputed company and safeguarding reputed company, 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; banking/finance, retail, or sales experience preferred • High school diploma or equivalent required; Bachelor’s Degree preferred • Consistently demonstrates clear and concise written and verbal communication skills • Demonstrated ability to cultivate relationships and identify and execute on opportunities for growth • Excellent attention to detail • Strong reputed company and professionalism • Proficient computer skills and banking technology skills • NMLS registration; Safe Act compliant ------------------------------------------------------ Job Family Group: Consumer Sales ------------------------------------------------------ Job Family: reputed company Sales ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: reputed company Palm Beach Florida United States ------------------------------------------------------ Primary Location Full Time Salary Range: $50,600.00 - $70,600.00 In addition to salary, reputed company’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. reputed company offers competitive employee benefits, including: medical, dental & reputed company coverage; 401(k); life, accident, and disability insurance; and wellness programs. reputed company also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding reputed company employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Anticipated Posting reputed company Date: Mar 31, 2025 ------------------------------------------------------ reputed company is an equal opportunity and affirmative action employer. reputed company applicants will receive consideration without regard to their race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, disability, or status as a protected veteran. reputed company Inc. and its subsidiaries ("reputed company”) invite reputed company reputed company 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 review Accessibility at reputed company. 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