Entry-Level Personal Banker (SAFE Act) — Loans & Relationships

Citi; New York (NY); On-site; USD 54,100 - 75,500; Full time

Benefits offered by this job

Medical, dental and vision coverage

401(k)

Life, accident and disability insurance

Paid time off packages

Job summary

Citi is looking for a Personal Banker SAFE Act in Modesto, California to assist in sales and customer service activities.

This entry-level role involves building customer relationships, providing referrals, and complying with Citibank policies. A Bachelor's Degree and up to 2 years of relevant experience is required. Competitive benefits are offered, including medical coverage and retirement plans.

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 communication skills.

Responsibilities

• Assist in executing sales and service activities.
• Work with business credit requests and cross-sell products.
• Build referral opportunities through COIs and MGM program.
• Deliver impressive client services and deepen relationships.
• Coach branch staff on products and manage client needs.
• Educate clients on digital channels and present solutions.
• Comply with policies, standards and demonstrate ethical judgment.

Skills

Relevant experience (0-2 years)

Communication skills

Knowledge of Smart Banking tools

NMLS registration; Safe Act compliant

Education

Bachelor's Degree or equivalent experience

Job description

Citi is looking for a Personal Banker SAFE Act in Modesto, California to assist in sales and customer service activities.

This entry-level role involves building customer relationships, providing referrals, and complying with Citibank policies. A Bachelor's Degree and up to 2 years of relevant experience is required. Competitive benefits are offered, including medical coverage and retirement plans.