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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.
nResponsibilities:
nnnWork with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products
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nnBuild referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program
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nnAssist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers
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nnDeliver 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
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nnProvide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
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nnRecognize 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
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nnUnderstand and comply with Citibank policies, standards and procedures
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nnAppropriately 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.
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n nQualifications:
nnn0-2 years of relevant experience
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nnPrevious banking, retail, or sales experience preferred
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nnKnowledge of Smart Banking tools and technologies
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nnNMLS registration; Safe Act compliant
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nnConsistently demonstrates clear and concise written and verbal communication skills
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n nEducation:
nnBachelor's Degree/University degree or equivalent experience
n nThis job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Job Family Group:
nConsumer Sales
Job Family:
nBranch Sales
Time Type:
nFull time
Primary Location:
nEncinitas California United States
Primary Location Full Time Salary Range:
n$58,190.00 - $81,210.00
nIn addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
nPlease see the requirements listed above.
Other Relevant Skills
nFor complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
Automated Processing and AI
nWe use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
nImportantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
nIllinois residents – AI Notice and Right (
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
nIf you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi ( .
nView Citi’s EEO Policy Statement ( and the Know Your Rights ( poster.
nCiti is an equal opportunity and affirmative action employer.
nMinority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Worksite address
encinitas, CA, 92023, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.