Entry-Level Personal Banker – Build Relationships & Cross-Sell

Citi; New York (NY); On-site; USD 61,280 - 85,520; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) Plan

Wellness programs

Paid time off packages

Job summary

Citi is seeking a Personal Banker SAFE Act for their Dublin Branch in California. This entry-level position focuses on assisting the customer service team with sales, product offerings, and service activities designed to foster customer relationships and loyalty.

A successful candidate will work with business credit requests and help build a small business client base while ensuring compliance with Citibank standards. Ideal candidates should have a Bachelor’s Degree or equivalent experience and 0-2 years of relevant experience.

Qualifications

• 0–2 years of relevant experience.
• Previous banking, retail, or sales experience preferred.
• NMLS registration; Safe Act compliant.

Responsibilities

• Work with business credit requests less than $250K.
• Build referral business opportunities through Centers of Influence.
• Assign suitable sales plans to target Book of Business customers.
• Deliver client services through inbound/outbound calls.
• Assist branch staff with product coaching and guidance.

Skills

Clear and concise communication skills

Knowledge of Smart Banking tools

Education

Bachelor’s Degree or equivalent experience

Job description

Citi is seeking a Personal Banker SAFE Act for their Dublin Branch in California. This entry-level position focuses on assisting the customer service team with sales, product offerings, and service activities designed to foster customer relationships and loyalty.

A successful candidate will work with business credit requests and help build a small business client base while ensuring compliance with Citibank standards. Ideal candidates should have a Bachelor’s Degree or equivalent experience and 0-2 years of relevant experience.