Entry-Level Personal Banker: Build Relationships & Drive Sales

Citigroup Inc.; Castro Valley (CA); Vor Ort; USD 61.000 - 86.000; Vollzeit

Benefits dieser Stelle

Medical coverage

Dental & Vision coverage

401(k)

Life, accident, and disability insured

Wellness programs

Incentives and retention awards

Vacation

Sick leave

Paid holidays

Zusammenfassung

Citigroup Inc. in Castro Valley, CA is seeking an entry-level Personal Banker SAFE Act position to support sales, products and services with the customer service team and build loyalty among individual clients.

You will work on small business referrals, cross-sell treasury products, coach branch staff, and guide clients through digital channels while adhering to Citigroup policies and risk controls. This full-time role offers comprehensive benefits including medical, dental, 401(k), time off,

Qualifikationen

• 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.

Aufgaben

• 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 sales plans for target Book of Business customers.
• Deliver client services/outbound/inbound calls to acquire new relationships and deepen existing relationships through cross-sell.
• Provide Tellers and branch staff with coaching on products and programs, identifying client needs and referrals.
• Educate clients on services and digital channels and leverage tools to uncover opportunities.
• Understand and comply with Citibank policies, standards and procedures.
• Assess risk when decisions are made, safeguarding Citigroup and assets, escalating issues with transparency.

Kenntnisse

Communication skills

Sales experience

Knowledge of Smart Banking tools

Ausbildung

Bachelor's Degree / University degree or equivalent experience

NMLS registration; Safe Act compliant

Tools

Smart Banking tools

Mobile & Online Banking platforms

Jobbeschreibung

Citigroup Inc. in Castro Valley, CA is seeking an entry-level Personal Banker SAFE Act position to support sales, products and services with the customer service team and build loyalty among individual clients.

You will work on small business referrals, cross-sell treasury products, coach branch staff, and guide clients through digital channels while adhering to Citigroup policies and risk controls. This full-time role offers comprehensive benefits including medical, dental, 401(k), time off,