Personal Banker: Client Growth & Cross-Sell

Citi; Sunnyvale (CA); On-site; USD 61,000 - 86,000; Full time

Job summary

Citi in Sunnyvale, California is seeking an entry-level Personal Banker SAFE Act to assist in sales and service activities with the customer service team. The role aims to foster customer relationships, build loyalty, and help increase sales to individual consumer clients.

Responsibilities include handling small business credit requests under $250K, referring larger opportunities, cross-selling treasury products, and coaching branch staff on programs.

Qualifications

• 0–2 years of banking, retail, or sales experience preferred.
• NMLS registration; Safe Act compliant.
• Clear and concise written and verbal communication skills.

Responsibilities

• Assist with business credit requests under $250K and cross-sell small business products.
• Develop referral opportunities via Centers of Influence (COIs) and the MGM Program.
• Grow the small business client book with targeted sales plans.
• Deliver client services and outbound/inbound calls to deepen relationships through product cross-sell.
• Coach branch staff on products and programs, identifying client needs and referrals.
• Educate clients on services and digital channels and present product offers.

Skills

Communication skills

Customer service

Sales skills

Education

Bachelor's Degree/University degree or equivalent experience

Tools

Smart Banking tools

Job description

Citi in Sunnyvale, California is seeking an entry-level Personal Banker SAFE Act to assist in sales and service activities with the customer service team. The role aims to foster customer relationships, build loyalty, and help increase sales to individual consumer clients.

Responsibilities include handling small business credit requests under $250K, referring larger opportunities, cross-selling treasury products, and coaching branch staff on programs.