Entry-Level Personal Banker: Grow Relationships & Cross-Sell

Citigroup Inc.; Burbank (CA); On-site; USD 58,000 - 81,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k)

Paid time off

Job summary

Citigroup Inc. is seeking an entry-level Personal Banker in Burbank, CA, to assist in sales, service and product activities in coordination with the customer service team.

The role focuses on building customer loyalty and increasing sales to individual clients, with responsibilities ranging from credit referrals to cross-selling treasury products. The position requires 0–2 years of experience, a Bachelor’s degree or equivalent, and NMLS Safe Act compliance.

Qualifications

• 0–2 years of relevant experience required.
• NMLS registration; Safe Act compliant.
• Strong written and verbal communication skills.

Responsibilities

• Work with business credit requests under $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products.
• Build referral 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 the 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 available 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 regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Skills

Customer service

Sales

Communication

Banking knowledge

NMLS registration

Education

Bachelor's Degree/University degree or equivalent experience

Tools

Smart Banking tools

Job description

Citigroup Inc. is seeking an entry-level Personal Banker in Burbank, CA, to assist in sales, service and product activities in coordination with the customer service team.

The role focuses on building customer loyalty and increasing sales to individual clients, with responsibilities ranging from credit referrals to cross-selling treasury products. The position requires 0–2 years of experience, a Bachelor’s degree or equivalent, and NMLS Safe Act compliance.