Personal Banker - Small Business Growth & Client Experience

Citigroup; Camarillo (CA); On-site; USD 58,000 - 81,000; Full time

Benefits offered by this job

Medical Insurance

Dental & Vision Insurance

401(k) Plan

Paid Holidays

Job summary

Citigroup in Camarillo, California is hiring for a Branch Sales role within Consumer Sales. The position focuses on helping small business clients with services and product cross-sells while delivering exceptional client experiences.

You will work in a full-time capacity, engaging with customers to assess needs, promote Citi products, and support branch teams with coaching on offerings and referrals.

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.

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 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/inbound calls to acquire new relationships and deepen existing relationships through cross-sell of relevant products
• Provide tellers and branch staff with coaching on products and referrals
• Recognize transaction needs of clients and educate on service and digital channels and present product offers/solutions
• Understand and comply with Citibank policies and risk controls

Skills

0-2 years experience

Sales experience

Smart Banking tools

NMLS registration

Written & verbal communication

Education

Bachelor's Degree

Job description

Citigroup in Camarillo, California is hiring for a Branch Sales role within Consumer Sales. The position focuses on helping small business clients with services and product cross-sells while delivering exceptional client experiences.

You will work in a full-time capacity, engaging with customers to assess needs, promote Citi products, and support branch teams with coaching on offerings and referrals.