Personal Banking Associate: Grow Relationships & Drive Sales

Citi; Burbank (CA); On-site; USD 58,000 - 81,000; Full time

Benefits offered by this job

Health coverage

401(k)

Paid time off

Job summary

The Citi Personal Banker SAFE Act position in Burbank, CA is an entry-level role supporting sales and service activities within the customer service team to build loyalty and grow consumer client relationships.

You will handle small business cross-sell opportunities, assist with lending referrals under $250K, coach branch staff, and ensure compliance with Citibank policies while delivering excellent client experiences.

Qualifications

• 0-2 years of relevant experience.
• NMLS registration; Safe Act compliant.
• Knowledge of Smart Banking tools and technologies.
• Bachelor's Degree/University degree or equivalent experience.

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 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.

Skills

Customer service

Sales

Communication

Education

Bachelor's Degree/University degree or equivalent experience

Tools

Smart Banking tools

Job description

The Citi Personal Banker SAFE Act position in Burbank, CA is an entry-level role supporting sales and service activities within the customer service team to build loyalty and grow consumer client relationships.

You will handle small business cross-sell opportunities, assist with lending referrals under $250K, coach branch staff, and ensure compliance with Citibank policies while delivering excellent client experiences.