Personal Banker SAFE Act, Mill Valley Area

Citigroup Inc.; Mill Valley (CA); Sur place; USD 61 000 - 86 000; Plein temps

Avantages offerts par ce poste

Competitive benefits package

Dental coverage

Vision coverage

401(k)

Life insurance

Disability insurance

Wellness programs

Paid time off

Résumé du poste

Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act in Mill Valley, CA. The role supports the customer service team to foster client relationships, help increase sales to individual consumer clients, and deliver a remarkable client experience.

The position emphasizes handling small business referrals, coaching branch staff, and applying Citi policies and standards while growing customer relationships and ensuring regulatory compliance.

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.

Responsabilités

• Work with business credit requests under $250K and refer larger lending opportunities.
• Build referral opportunities through Centers of Influence (COIs) and MGM program.
• Assist in strategies to grow the small business client and implement sales plans for Book of Business customers.
• Deliver client services and outbound/inbound calls to acquire and deepen relationships via cross-sell of products.
• Provide coaching to tellers and branch staff on products and programs with referrals.
• Recognize client needs, educate on service and digital channels, and present product offers and financial solutions.
• Understand and comply with Citibank policies and risk controls, escalating issues transparently.
• Assess risk in business decisions, safeguard Citigroup and assets, escalate and report control issues with transparency.

Connaissances

Customer service

Sales experience

NMLS registration

Smart Banking tools

Written & verbal communication

Formation

Bachelor's Degree/University degree or equivalent experience

Description du poste

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

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Job Family Group

Consumer Sales

Job Family

Branch Sales

Primary Location

Mill Valley California United States

Primary Location Full Time Salary Range

$61,280.00 - $85,520.00

• 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.

Anticipated Posting Close Date

Oct 26, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

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.

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