Personal Banker – Client Growth & Cross-Sell

Citi; San Pablo (CA); Presencial; USD 40.000 - 60.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Wellness programs

Paid time off including vacation and sick leave

Descripción de la vacante

Citi is looking for a Personal Banker SAFE Act in San Pablo, California. This entry-level position is responsible for assisting in sales, fostering customer relations, and executing service activities. Duties include managing business credit requests, building referral opportunities, and providing client services. Candidates should have 0-2 years of experience, preferably in banking or retail, and possess strong communication skills. A Bachelor's degree or equivalent experience is required. Citi offers competitive employee benefits including health coverage and paid time off.

Formación

• 0-2 years of relevant experience preferred.
• Knowledge of Smart Banking tools and technologies.
• NMLS registration; Safe Act compliant.

Responsabilidades

• Work with business credit requests less than $250K.
• Build referral business opportunities through COIs.
• Assist in strategies to grow small business client.
• Deliver client services through calls to acquire new relationships.
• Provide coaching to Tellers and branch staff.
• Educate clients on service and digital channels.
• Comply with Citibank policies and procedures.

Conocimientos

Sales experience

Banking knowledge

Customer service

Communication skills

Educación

Bachelor's Degree/University degree

Herramientas

Smart Banking tools

Descripción del empleo

Citi is looking for a Personal Banker SAFE Act in San Pablo, California. This entry-level position is responsible for assisting in sales, fostering customer relations, and executing service activities. Duties include managing business credit requests, building referral opportunities, and providing client services. Candidates should have 0-2 years of experience, preferably in banking or retail, and possess strong communication skills. A Bachelor's degree or equivalent experience is required. Citi offers competitive employee benefits including health coverage and paid time off.