Personal Banker: Growth & Relationship Builder

Citi; California; On-site; USD 58,000 - 81,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k)

Life, accident, and disability ins.

Wellness programs

Paid time off

Job summary

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

The position targets providing support for small business opportunities, coaching branch staff, and ensuring compliance with Citibank policies while delivering excellent client experience.

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 appropriate 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 while delivering remarkable client experience
• 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 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 applicable laws, rules and regulations, adhering to Policy, and escalating/reporting control issues with transparency.

Skills

0-2 years

Banking experience

Smart Banking tools

NMLS registration

Clear communication

Education

Bachelor's Degree

Job description

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

The position targets providing support for small business opportunities, coaching branch staff, and ensuring compliance with Citibank policies while delivering excellent client experience.