Entry-Level Personal Banker: Build Relationships & Grow Sales

Citi; San Rafael (CA); On-site; USD 61,280 - 85,520; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability保险

Job summary

Citi is seeking a Personal Banker in San Rafael, CA to support customer service and sales activities. The role focuses on building loyalty, increasing consumer client sales, and cross-selling banking products.

Responsibilities include handling business credit requests, identifying opportunities, coaching staff, and ensuring adherence to Citi policies. Requires 0-2 years of experience and a Bachelor’s degree.

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

• Assist in processing business credit requests under $250K and refer larger lending opportunities.
• Cross-sell treasury and related small business products.
• Build referral opportunities through COIs and MGM program.
• Deliver client services via outbound and inbound calls to acquire and deepen relationships.

Skills

Written communication

Verbal communication

Customer service

Sales mindset

Education

Bachelor's degree/ University degree

Tools

Smart Banking tools

Job description

Citi is seeking a Personal Banker in San Rafael, CA to support customer service and sales activities. The role focuses on building loyalty, increasing consumer client sales, and cross-selling banking products.

Responsibilities include handling business credit requests, identifying opportunities, coaching staff, and ensuring adherence to Citi policies. Requires 0-2 years of experience and a Bachelor’s degree.