Small Business Banking Relationship Banker

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

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off

Job summary

Citigroup Inc. in Burbank, CA is seeking a Full-time Branch Sales professional within Consumer Sales to support small business and retail customers. You will handle business credit requests under $250K, cross-sell treasury and related products, and grow the client portfolio with a focus on exceptional service.

The role emphasizes building COI referrals, coaching staff on products, and maintaining compliance with Citi policies while managing risk in daily banking activities.

Qualifications

• 0-2 years of relevant experience.
• Bachelor's Degree/University degree or equivalent experience.
• 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 sales plans to target Book of Business customers
• Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through cross-sell
• Provide Tellers and other staff with coaching on products and referrals
• Recognize transaction needs, educate clients on service and digital channels, and present product offers
• Understand and comply with Citibank policies, standards and procedures
• Assess risk and ensure compliance with laws and regulations, safeguarding CitiGroup and clients

Skills

Clear communication

Customer service

Education

Bachelor's degree

NMLS registration; Safe Act compliant

Tools

Smart Banking tools

Job description

Citigroup Inc. in Burbank, CA is seeking a Full-time Branch Sales professional within Consumer Sales to support small business and retail customers. You will handle business credit requests under $250K, cross-sell treasury and related products, and grow the client portfolio with a focus on exceptional service.

The role emphasizes building COI referrals, coaching staff on products, and maintaining compliance with Citi policies while managing risk in daily banking activities.