Personal Banker SAFE Act, Dublin Branch, Officer

Citigroup Inc.; Dublin (CA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) matching

Paid time off packages

Job summary

Citigroup Inc. is looking for an entry-level Personal Banker for their Dublin, California location. The ideal candidate will assist in sales execution and build customer relations to increase sales to individual clients.

This role involves working with credit requests, providing client services, and coaching branch staff. A Bachelor’s degree or equivalent experience is required, along with up to 2 years of relevant experience.

Benefits include medical coverage, paid time off, and a competitive 401(k) plan.

Qualifications

• 0-2 years of relevant experience.
• Previous banking, retail, or sales experience preferred.
• NMLS registration; Safe Act compliant.

Responsibilities

• Manage business credit requests under $250K and refer larger opportunities.
• Build referral business through Centers of Influence and Member Get Member Program.
• Deepen client relationships through outbound/inbound calls and cross-selling.

Skills

Client relationship management

Sales techniques

Communication skills

Risk assessment

Education

Bachelor's Degree or equivalent experience

Tools

Smart Banking tools

Job description

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

Benefits

Citi offers competitive employee benefits, including medical, dental and vision coverage; 401(k) matching; life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including vacation, sick leave, and paid holidays.

EEO Statement

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.