Personal Banker: Client Growth & Cross-Sell

Citi; Sunnyvale (CA); Presencial; USD 61.000 - 86.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental & vision

401(k)

Life, disability insurance

Paid time off

Descripción de la vacante

Citi Sunnyvale is seeking an entry level Personal Banker SAFE Act to support sales and service activities in coordination with the customer service team. The role focuses on building loyalty with individual clients and increasing sales through cross‑selling banking products and services.

Responsibilities include handling small business opportunities, coaching staff, and educating clients on digital channels while ensuring strict adherence to Citi policies and risk controls.

Formación

• 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.
• Clearly written and verbal communication skills.

Responsabilidades

• Work with business credit requests under $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 MGM program.
• Assist in strategies to grow the small business client and implement sales plans for Book of Business customers.
• Deliver client services/outbound and inbound calls to acquire and deepen relationships through cross-sell.
• Coach branch staff on products and programs, identify client needs and provide referrals.
• Educate clients on service and digital channels and present product offers/financial solutions.
• Understand and comply with Citibank policies, standards and procedures and manage risk.

Conocimientos

Smart Banking

Communication skills

NMLS registration

Compliance awareness

Educación

Bachelor's Degree

Descripción del empleo

Citi Sunnyvale is seeking an entry level Personal Banker SAFE Act to support sales and service activities in coordination with the customer service team. The role focuses on building loyalty with individual clients and increasing sales through cross‑selling banking products and services.

Responsibilities include handling small business opportunities, coaching staff, and educating clients on digital channels while ensuring strict adherence to Citi policies and risk controls.