Entry-Level Relationship Banker – Growth & Service

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

Job summary

Citigroup Inc. in San Francisco is seeking an entry-level Personal Banker SAFE Act to assist in the execution of sales, products or service activities in coordination with the customer service team.

The role focuses on fostering client relationships, cross-selling small business products, and delivering strong customer experiences while adhering to Citi policies and compliance standards.

Qualifications

• Entry-level role requiring 0-2 years of relevant experience.
• Banking, retail, or sales experience preferred.
• Familiarity with Smart Banking tools and technologies.

Responsibilities

• Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products
• Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (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

Clear written and verbal communication

Customer service mindset

Education

Bachelor's Degree/University degree or equivalent experience

NMLS registration; Safe Act compliant

Tools

Smart Banking tools

Job description

Citigroup Inc. in San Francisco is seeking an entry-level Personal Banker SAFE Act to assist in the execution of sales, products or service activities in coordination with the customer service team.

The role focuses on fostering client relationships, cross-selling small business products, and delivering strong customer experiences while adhering to Citi policies and compliance standards.