Entry-Level Personal Banker: Build Relationships & Sales

Citigroup Inc.; San Francisco (CA); On-site; USD 61,000 - 86,000; Full time

Job summary

Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act in San Francisco, CA. The role supports sales, products, and service activities with the customer service team to foster customer loyalty and help grow sales to individual consumer clients.

The position focuses on handling smaller credit requests (<$250K), cross-selling treasury and related small business products, and coaching branch staff on programs while maintaining compliance and delivering strong client experiences.

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

• 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 appropriate sales plans to target Book of Business customers.
• Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through cross-sell of relevant products and services while delivering remarkable client experience.
• Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals.
• Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools to uncover opportunities, and present product offers/financial solutions.
• Understand and comply with Citibank policies, standards and procedures.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment, and escalating, managing and reporting control issues with transparency.

Skills

0-2 years experience

Banking/retail/sales experience

Smart Banking tools

NMLS registration

Clear communication skills

Education

Bachelor's degree

Job description

Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act in San Francisco, CA. The role supports sales, products, and service activities with the customer service team to foster customer loyalty and help grow sales to individual consumer clients.

The position focuses on handling smaller credit requests (<$250K), cross-selling treasury and related small business products, and coaching branch staff on programs while maintaining compliance and delivering strong client experiences.