Entry-Level Personal Banker: Grow Relationships & Sales

Citi; New York (NY); On-site; USD 61,000 - 86,000; Full time

Job summary

Citi is hiring an entry-level Personal Banker at the Sunnyvale branch to support sales and service activities. You will build customer relationships, assist with lending opportunities under $250K, and cross-sell treasury products while aligning with Citibank policies and risk controls.

The role emphasizes coaching, compliance with SAFE Act and NMLS, and delivering a high-quality client experience in an on-site environment.

Qualifications

• Bachelor's degree required or equivalent experience.
• Entry-level Personal Banker role supporting sales/service activities.
• NMLS registration and SAFE Act compliance required or pursued.

Responsibilities

• Work with business credit requests under $250K; identify larger lending opportunities and cross-sell treasury and related small business products.
• Build referral opportunities through Centers of Influence (COIs) and MGM program.
• Assist in strategies to grow small business client base and execute sales plans for Book of Business customers.
• Deliver client services and outbound/inbound calls to acquire and deepen relationships through cross-selling products.
• Coach branch staff on products and programs, identify client needs, and provide referrals.

Skills

0-2 years experience

Sales experience

Smart Banking tools

NMLS registration

Communication skills

Education

Bachelor's Degree

Job description

Citi is hiring an entry-level Personal Banker at the Sunnyvale branch to support sales and service activities. You will build customer relationships, assist with lending opportunities under $250K, and cross-sell treasury products while aligning with Citibank policies and risk controls.

The role emphasizes coaching, compliance with SAFE Act and NMLS, and delivering a high-quality client experience in an on-site environment.