Personal Banker SAFE Act, Yorba Linda Branch (Bilingual Preferred: Mandarin)

Citi Group; Yorba Linda (CA); On-site; USD 58,000 - 81,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k)

Life insurance

Disability insurance

Wellness programs

Paid time off

Job summary

Citigroup Inc. in Yorba Linda, CA is seeking an entry-level Personal Banker SAFE Act to assist in executing sales, products, and services with the customer service team. You will foster relationships to build loyalty and help increase sales to individual consumer clients.

The role emphasizes collaboration with branch staff, guidance on products, and compliance with Citigroup policies while growing a small business client base and delivering exceptional client experiences.

Qualifications

• Bachelor's degree or equivalent experience required.
• 0-2 years of relevant experience preferred.
• NMLS registration and Safe Act compliance required.
• Strong written and verbal communication skills.

Responsibilities

• Support sales and service activities to build customer loyalty and increase sales.
• Cross-sell treasury and related small business products.
• Develop referral opportunities through COIs and MGM program.
• Provide client services via outbound and inbound calls to acquire and deepen relationships.
• Coach branch staff on products and programs and refer clients as needed.
• Educate clients on service and digital channels and present financial solutions.

Skills

Communication skills

Sales experience

Knowledge of Smart Banking tools

NMLS registration

Safe Act compliant

Banking/retail knowledge

Education

Bachelor's Degree

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

Job Family Group

Consumer Sales

Job Family

Branch Sales

Time Type

Full time

Primary Location

Yorba Linda California United States

Primary Location Full Time Salary Range

$58,190.00 - $81,210.00

Employee Benefits

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• 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.

Most Relevant Skills

Please see the requirements listed above.

Anticipated Posting Close Date

Oct 23, 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.

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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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