Bilingual Personal Banker - Mandarin/Cantonese (Entry Level)

Citi; Milpitas (CA); On-site; USD 61,000 - 86,000; Full time

Benefits offered by this job

Discretionary and formulaic incentive

Medical, dental & vision coverage

401(k)

Life, accident, and disability ins.

Wellness programs

Paid time off (vacation)

Job summary

Citi is seeking an entry-level Personal Banker in Milpitas, CA to support sales, products, and service activities with the customer service team. The role aims to foster customer relationships, boost loyalty, and increase sales to individual consumer clients.

Responsibilities include handling small business referrals, coaching branch staff, educating clients on digital channels, and ensuring compliance with Citi policies while managing risk.

Qualifications

• 0-2 years of relevant experience.
• Previous banking, retail, or sales experience preferred.
• Knowledge of Smart Banking tools and technologies.
• NMLS registration; Safe Act compliant.
• Consistently demonstrates clear and concise written and verbal communication skills.

Responsibilities

• Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products.
• Build referral business opportunities through Centers of Influence (COIs) and the MGM Program.
• Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers.
• Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering 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 transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions.
• Understand and comply with Citibank policies, standards and procedures.
• 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.

Skills

Written and verbal communication

Customer service orientation

Education

Bachelor's Degree/University degree or equivalent experience

NMLS registration; Safe Act compliant

Tools

Smart Banking tools

Job description

Citi is seeking an entry-level Personal Banker in Milpitas, CA to support sales, products, and service activities with the customer service team. The role aims to foster customer relationships, boost loyalty, and increase sales to individual consumer clients.

Responsibilities include handling small business referrals, coaching branch staff, educating clients on digital channels, and ensuring compliance with Citi policies while managing risk.