Small Business Banker (SAFE Act) - Growth & Cross-Sell Pro

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

Job summary

Citi in Poway, California is seeking a full-time Branch Sales professional to grow the small business client base. You will handle business banking needs, support credit requests under $250K, and cross-sell treasury and related products to deliver strong client outcomes.

In this role you will build referral networks through COIs and MGM programs, assist in developing sales plans for targeted customers, and provide outbound/inbound client service to deepen relationships while driving cross-sell

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 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.

Skills

Sales experience

Banking knowledge

Smart Banking tools

NMLS registration

Communication skills

Education

Bachelor's Degree

Job description

Citi in Poway, California is seeking a full-time Branch Sales professional to grow the small business client base. You will handle business banking needs, support credit requests under $250K, and cross-sell treasury and related products to deliver strong client outcomes.

In this role you will build referral networks through COIs and MGM programs, assist in developing sales plans for targeted customers, and provide outbound/inbound client service to deepen relationships while driving cross-sell