Personal Banker SAFE Act, Citi

Personal Banker SAFE Act

Citi

Location:
United States, Los Angeles

Category:
Banking

Contract Type:
Not provided

Salary:

58190.00 - 81210.00 USD / Year

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Job Description:

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.

Job Responsibility:

Work with business credit requests less than $250K
Recognize/refer larger lending opportunities
Cross sell treasury and related small business products
Build referral business opportunities through Centers of Influence (COIs) and Member Get Member (MGM) Program
Assist in strategies to grow small business client base
Implement sales plans to target Book of Business customers
Deliver client services/outbound calls/inbound calls
Acquire new relationships and deepen existing relationships
Provide Tellers and branch staff with coaching and guidance
Recognize transaction needs of clients
Educate clients on service and digital channels
Leverage technology/marketing tools to uncover opportunities
Understand and comply with Citibank policies, standards and procedures
Appropriately assess risk when making business decisions

Requirements:

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
Bachelor's Degree/University degree or equivalent experience

What we offer:

Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages including vacation, sick leave, and paid holidays
Discretionary and formulaic incentive and retention awards

Additional Information:

Job Posted:
September 10, 2025

Expiration:
September 16, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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