Entry-Level Personal Banker: Build Relationships, Grow Sales

Citigroup Inc.; San Ramon (CA); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off packages

Job summary

Citigroup Inc. is seeking a Personal Banker SAFE Act in San Ramon, California. This entry-level position focuses on assisting in sales and customer relations, designed to build loyalty and increase sales among individual consumer clients.

The role includes responsibilities like managing credit requests, building referral opportunities, and providing client services through various channels. Ideal candidates should possess a Bachelor’s degree and relevant experience in banking or sales.

Citi offers competitive employee benefits such as medical coverage, retirement plans, and paid time off.

Qualifications

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

Responsibilities

• Work with business credit requests less than $250K.
• Build referral business opportunities through COIs and MGM Program.
• Assist strategies to grow small business clients.

Skills

Customer service skills

Sales experience

Verbal communication

Written communication

Education

Bachelor's Degree or equivalent experience

Tools

Smart Banking tools and technologies

Job description

Citigroup Inc. is seeking a Personal Banker SAFE Act in San Ramon, California. This entry-level position focuses on assisting in sales and customer relations, designed to build loyalty and increase sales among individual consumer clients.

The role includes responsibilities like managing credit requests, building referral opportunities, and providing client services through various channels. Ideal candidates should possess a Bachelor’s degree and relevant experience in banking or sales.

Citi offers competitive employee benefits such as medical coverage, retirement plans, and paid time off.