Relationship Banker — Build Loyalty & Cross-Sell Solutions

Citi; Saratoga (CA); On-site; USD 61,000 - 86,000; Full time

Job summary

Citi in Saratoga, California is seeking an entry‑level Personal Banker SAFE Act to assist in sales and service activities in collaboration with the customer service team. You will help grow relationships with consumer clients and cross‑sell banking products while delivering a strong client experience.

Responsibilities include handling small business and consumer inquiries, coaching staff on products, promoting digital channels, and ensuring adherence to Citi policies and regulatory requirements

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.

Responsibilities

• Work with business credit requests under $250K and refer larger opportunities.
• Cross-sell treasury and related small business products.
• Grow small business client relationships and implement sales plans.
• Provide client services via outbound/inbound calls to acquire and deepen relationships.
• Coach branch staff on products and refer clients appropriately.
• Promote digital channels and present financial solutions while educating clients.

Skills

Banking knowledge

Sales experience

Communication skills

NMLS registration

Education

Bachelor's Degree

Tools

Smart Banking tools

Job description

Citi in Saratoga, California is seeking an entry‑level Personal Banker SAFE Act to assist in sales and service activities in collaboration with the customer service team. You will help grow relationships with consumer clients and cross‑sell banking products while delivering a strong client experience.

Responsibilities include handling small business and consumer inquiries, coaching staff on products, promoting digital channels, and ensuring adherence to Citi policies and regulatory requirements