Personal Banker: Growth & Cross‑Sell Specialist

Citi; Dublin (CA); On-site; USD 61,280 - 85,520; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off packages

Job summary

Citi is seeking an entry-level Personal Banker SAFE Act in Dublin, California. This role involves assisting in sales and service activities, aiming to build lasting relationships with customers and increase sales.

You will handle small business credit requests, conduct outreach to acquire new clients, and coach branch staff on products. A Bachelor's degree is required, along with preferred experience in banking or retail.

Citi offers competitive benefits including health coverage and paid time off. Apply today to join a diverse team at Citi.

Qualifications

• 0-2 years of relevant experience in banking or sales.
• Ability to understand and use digital channels for client engagement.
• NMLS registration; Safe Act compliant.

Responsibilities

• Assist in executing sales strategies and customer service activities.
• Build relationships with clients to foster loyalty and grow sales.
• Deliver client services through outbound and inbound calls.

Skills

Sales experience

Customer service skills

Clear communication

Education

Bachelor's Degree or equivalent experience

Tools

Smart Banking tools

Job description

Citi is seeking an entry-level Personal Banker SAFE Act in Dublin, California. This role involves assisting in sales and service activities, aiming to build lasting relationships with customers and increase sales.

You will handle small business credit requests, conduct outreach to acquire new clients, and coach branch staff on products. A Bachelor's degree is required, along with preferred experience in banking or retail.

Citi offers competitive benefits including health coverage and paid time off. Apply today to join a diverse team at Citi.