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Personal Banker SAFE Act

https://www.citi.com/ Logo

Citi

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Location:
United States, San Francisco

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Category:
Banking

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Contract Type:
Employment contract

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Salary:

61280.00 - 85520.00 USD / Year

Job Description:

Entry level position responsible for assistance in execution of sales, products or service activities in coordination with customer service team. Objective is to foster relations with customers to build loyalty and help increase sales to individual consumer clients.

Job Responsibility:

  • Work with business credit requests less than $250K
  • Build referral business opportunities through Centers of Influence and Member Get Member Program
  • Assist in strategies to grow small business client base
  • Deliver client services through outbound/inbound calls
  • Provide coaching and guidance to branch staff
  • Recognize transaction needs of clients and educate on digital channels
  • Understand and comply with Citibank policies and procedures

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

Nice to have:

Previous banking, retail, or sales experience

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

Additional Information:

Job Posted:
August 28, 2025

Expiration:
September 03, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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