Personal Banker SAFE ACT, Clovis Branch, Officer

Citi; New York (NY); On-site; USD 54,100 - 75,500; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off packages

Job summary

Citi is seeking a Personal Banker SAFE Act for its Clovis Branch, responsible for customer engagement and sales activities. This entry-level position aids clients in banking services while fostering relationships to enhance loyalty.

The role requires some experience in banking or sales, with a Bachelor's degree preferred. Employees are offered a competitive salary range of $54,100 - $75,500 along with comprehensive benefits.

Qualifications

• 0-2 years of relevant experience in banking or sales.
• Prior experience in retail or customer service is preferred.
• NMLS registration as required for compliance.

Responsibilities

• Assist customers with banking needs and cross-sell products.
• Build referral business through community connections.
• Deliver exceptional customer service on all transactions.

Skills

Customer relationship management

Sales techniques

Communication skills

Banking knowledge

Education

Bachelor's Degree/University degree

Tools

Smart Banking tools

Job description

Personal Banker SAFE ACT, Clovis Branch, Officer

Job Req Id: 26963600

Location(s): Clovis, California, United States

Job Type: On-Site/Resident

Posted: May. 13, 2026

Job Overview

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.

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 Member Get Member (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 the 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 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, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

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

Education

• Bachelor's Degree/University degree or equivalent experience

Salary and Benefits

Primary Location Full Time Salary Range: $54,100.00 - $75,500.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Equal Employment Opportunity

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (opens in new window). View Citi’s EEO Policy Statement (opens in new window) and the Know Your Rights (opens in new window) poster.