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

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

Job summary

Citi in San Francisco, CA is seeking an entry-level Personal Banker to support sales and service activities in coordination with the customer service team. The role aims to foster customer relationships, build loyalty, and increase sales to individual consumer clients.

Responsibilities include handling small business referrals, cross-selling treasury and related products, coaching staff, and ensuring compliance with Citi policies.

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.
• Strong written and verbal communication skills.

Responsibilities

• Work with small business credit requests under $250K and refer larger opportunities.
• Build referral opportunities through COIs and MGM program.
• Assist in growing the small business client base and implement sales plans.
• Deliver client services and cross-sell products while delivering a strong client experience.
• Coach branch staff on products and programs and provide referrals.
• Educate clients on services and digital channels and present product offers.

Skills

Customer service

Sales

Smart Banking

NMLS registration

Clear communication

Education

Bachelor’s Degree

Tools

Smart Banking tools

Job description

Citi in San Francisco, CA is seeking an entry-level Personal Banker to support sales and service activities in coordination with the customer service team. The role aims to foster customer relationships, build loyalty, and increase sales to individual consumer clients.

Responsibilities include handling small business referrals, cross-selling treasury and related products, coaching staff, and ensuring compliance with Citi policies.