Personal Banker SAFE Act - Selma Branch, Officer

Citigroup Inc.; Selma (CA); On-site; USD 42,000 - 54,000; Full time

Job summary

Citigroup Inc. is seeking an entry-level Personal Banker focused on assisting with sales, products and services in coordination with the customer service team. The goal is to foster customer relations, build loyalty and help increase sales to individual consumer clients.

In this role you will handle small business opportunities, cross-sell related products, coach staff, and ensure compliance with Citi policies, while delivering a remarkable client experience.

Qualifications

• 0–2 years of relevant experience.
• Knowledge of Smart Banking tools and technologies.
• NMLS registration; Safe Act compliant.
• Clear and concise written and verbal communication skills.

Responsibilities

• Assist with sales and service activities to grow consumer relationships.
• Refer larger lending opportunities and cross-sell treasury products.
• Provide coaching to branch staff on products and programs.
• Deliver outbound and inbound calls to acquire and deepen relationships.
• Ensure compliance with Citigroup policies and risk controls.

Skills

Customer service

Sales

Communication

NMLS registration

Education

Bachelor's degree

Tools

Smart Banking tools

Job description

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

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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