Personal Banker SAFE ACT, Modesto McHenry Branch, Officer

Citi; Modesto (CA); On-site; USD 54,100 - 75,500; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision coverage

401(k)

Life insurance

Disability insurance

Wellness programs

Paid time off

Job summary

The Citi Personal Banker SAFE Act position in Modesto, CA is an entry level role that supports sales and service activities with the customer service team to build loyalty among individual clients.

Responsibilities include handling small business referrals, cross-selling treasury products, coaching tellers, and promoting digital channels while ensuring compliance with Citi policies and delivering excellent client experiences.

Qualifications

• 0–1 years of relevant experience.
• NMLS registration; Safe Act compliant.
• Strong written and verbal communication skills.

Responsibilities

• Work with lending opportunities under $250K and cross-sell treasury products.
• Build referral opportunities and grow Centers of Influence relationships.
• Assist in sales strategies to target Book of Business clients.
• Deliver client services and outbound/inbound calls to acquire and deepen relationships.
• Coach branch staff on products and referrals.
• Educate clients on service channels and present financial solutions.
• Adhere to Citigroup policies, standards, and risk controls.

Skills

Customer service

Sales

Communication

Education

Bachelor's Degree

Tools

Smart Banking tools

Job description

Job Overview

The Personal Banker SAFE Act is an entry level position responsible for assisting 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 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 consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets by driving compliance with 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

• 0-1 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

Compensation and Benefits

Primary Location Full Time Salary Range: $54,100.00 - $75,500.00. In addition to salary, Citi offers discretionary and formulaic incentive and retention awards. Benefits include medical, dental and vision coverage; 401(k); life, accident and disability insurance; wellness programs; paid time off packages (vacation, sick leave, paid holidays). For additional information regarding Citi employee benefits, visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Other Information

Job Family Group: Consumer Sales. Job Family: Branch Sales. Time Type: Full time. Primary Location: Modesto, California, United States.

Legal Notice

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to 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. View Citi’s EEO Policy Statement and the Know Your Rights poster.