Personal Banker - Grow Relationships & Cross-Sell Banking

Citigroup Inc.; Camarillo (CA); On-site; USD 58,000 - 81,000; Full time

Job summary

Citigroup Inc. in Camarillo, CA is seeking an entry-level Personal Banker SAFE Act to support sales, product and service delivery with the customer service team. The role aims to build customer loyalty and grow sales to individual consumer clients.

You will handle small business referrals, assist in cross-selling treasury and related products, and coach branch staff on programs while ensuring compliance with Citigroup policies and standards.

Qualifications

• 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.
• Consistently demonstrates clear and concise written and verbal communication skills.

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 calls/inbound calls to acquire new relationships and deepen existing relationships through cross-sell of relevant products and services.
• 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, safeguarding Citigroup, its clients and assets, by driving compliance with laws and regulations.

Skills

Smart Banking tools

Education

Bachelor's Degree/University degree or equivalent experience

NMLS registration; Safe Act compliant

Job description

Citigroup Inc. in Camarillo, CA is seeking an entry-level Personal Banker SAFE Act to support sales, product and service delivery with the customer service team. The role aims to build customer loyalty and grow sales to individual consumer clients.

You will handle small business referrals, assist in cross-selling treasury and related products, and coach branch staff on programs while ensuring compliance with Citigroup policies and standards.