Entry-Level Personal Banker: Relationship & Cross-Sell

Citi; San Gabriel (CA); On-site; USD 58,000 - 81,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off

Wellness programs

Job summary

Citi in San Gabriel, CA is seeking an entry-level Personal Banker to support sales and service activities with the customer service team. You will help grow relationships, cross-sell relevant products, and assist tellers with coaching and referrals.

The role emphasizes customer engagement, use of digital channels, and compliance with Citi policies while building a strong client experience. Salary range provided aligns with the market in California.

Qualifications

• 0-2 years of relevant experience.
• Previous banking, retail, or sales experience preferred.
• Knowledge of Smart Banking tools and technologies.

Responsibilities

• Work with business credit requests < $250K and refer larger opportunities.
• Build referral business through COIs and MGM program.
• Grow small business client book and implement sales plans.

Skills

Banking knowledge

Sales experience

Customer service

Education

Bachelor's Degree/University degree or equivalent experience

Tools

NMLS registration

Smart Banking tools

Job description

Citi in San Gabriel, CA is seeking an entry-level Personal Banker to support sales and service activities with the customer service team. You will help grow relationships, cross-sell relevant products, and assist tellers with coaching and referrals.

The role emphasizes customer engagement, use of digital channels, and compliance with Citi policies while building a strong client experience. Salary range provided aligns with the market in California.