Personal Banker - Early-Career Sales & Banking

Citi; Irvine (CA); On-site; USD 58,000 - 81,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) retirement plan

Paid time off

Job summary

Citi in Irvine, CA 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 relationships to foster loyalty and grow deposits and products with individual consumer clients.

You will assist with small business referrals, cross-selling treasury and related products, and provide coaching to branch staff while adhering to Citi policies and risk controls.

Qualifications

• 0-2 years of relevant experience.
• Previous banking, retail, or sales experience preferred.
• Knowledge of 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 MGM Program
• Assist in strategies to grow the small business client and implement sales plans to target Book of Business customers
• Deliver client services/outbound/inbound calls to acquire new relationships and deepen existing relationships through cross-sell of products and services
• Provide Tellers and branch staff with coaching on products and programs, identifying client needs, and providing referrals
• Educate clients on service and digital channels and leverage technology/marketing tools to uncover opportunities and present product offers
• Understand and comply with Citi policies, standards and procedures
• Assess risk in business decisions and escalate/report control issues with transparency

Skills

Written and verbal communication

Smart Banking tools

Education

Bachelor's Degree/University degree or equivalent experience

Tools

NMLS registration

Job description

Citi in Irvine, CA 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 relationships to foster loyalty and grow deposits and products with individual consumer clients.

You will assist with small business referrals, cross-selling treasury and related products, and provide coaching to branch staff while adhering to Citi policies and risk controls.