Entry-Level Personal Banker: Build Relationships, Grow Sales

Citigroup Inc.; Oakland (CA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Wellness programs

Paid time off packages

Job summary

Citigroup Inc. is seeking an entry level Personal Banker SAFE Act in Oakland, California. This role involves assisting with sales and service activities to enhance customer relationships and increase sales to individual clients. Responsibilities include cross-selling financial products, managing business credit requests, and coaching branch staff. Candidates should have a Bachelor’s Degree or equivalent experience, and prior banking or retail experience is preferred. Citi offers competitive benefits including medical coverage, 401(k), and paid time off.

Qualifications

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

Responsibilities

• Work with business credit requests under $250K and cross sell products.
• Build referral business opportunities through various programs.
• Deliver client services through calls to acquire and deepen relationships.
• Coach branch staff on products and assist them in client needs.

Skills

Banking knowledge

Sales skills

Client relationship management

Communication skills

Education

Bachelor's Degree or equivalent experience

Tools

Smart Banking tools and technologies

Job description

Citigroup Inc. is seeking an entry level Personal Banker SAFE Act in Oakland, California. This role involves assisting with sales and service activities to enhance customer relationships and increase sales to individual clients. Responsibilities include cross-selling financial products, managing business credit requests, and coaching branch staff. Candidates should have a Bachelor’s Degree or equivalent experience, and prior banking or retail experience is preferred. Citi offers competitive benefits including medical coverage, 401(k), and paid time off.