Relationship Banker: Grow Loyalties & Cross-Sell Solutions

Citigroup Inc.; La Cañada Flintridge (CA); On-site; USD 58,000 - 81,000; Full time

Job summary

Citigroup Inc. in La Cañada Flintridge, CA is seeking an entry-level Personal Banker SAFE Act to assist in sales and service activities with the customer service team, building loyalty and helping grow relationships with individual consumers.

This role involves handling small business referrals, coaching staff, educating clients on services and channels, and ensuring compliance with Citi policies while delivering a remarkable client experience.

Qualifications

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

Responsibilities

• Assist in execution of sales, product or service activities.
• Cross-sell treasury and related small business products.
• Build referral opportunities through COIs and MGM program.
• Deliver outbound/inbound calls to acquire and deepen client relationships.
• Coach branch staff on products and programs and provide referrals.
• Educate clients on service channels and present financial solutions.
• Ensure adherence to Citi policies, standards and procedures and manage risk.

Skills

Customer service

Communication skills

Sales ability

Education

Bachelor's degree or equivalent experience

NMLS registration; Safe Act compliant

Tools

Smart Banking tools

Job description

Citigroup Inc. in La Cañada Flintridge, CA is seeking an entry-level Personal Banker SAFE Act to assist in sales and service activities with the customer service team, building loyalty and helping grow relationships with individual consumers.

This role involves handling small business referrals, coaching staff, educating clients on services and channels, and ensuring compliance with Citi policies while delivering a remarkable client experience.