Personal Banker SAFE Act - Rancho Cucamonga Branch

Citigroup • Rancho Cucamonga, CA

418d • $54,100 - $75,500

About The Position

The Personal Banker SAFE Act is an entry-level position focused on assisting in sales, product, and service activities in collaboration with the customer service team. The role aims to build customer loyalty and increase sales to individual consumer clients by fostering strong relationships.

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.

Responsibilities

• Work with business credit requests less than $250K, recognizing and referring larger lending opportunities and cross-selling 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 through outbound and inbound calls to acquire new relationships and deepen existing ones by cross-selling relevant products and services while ensuring a remarkable client experience.
• Provide coaching and guidance to Tellers and other branch staff on products and special programs, identifying client needs, and providing appropriate referrals.
• Recognize transaction needs of clients, educate them on all service and digital channels, leverage technology and marketing tools to uncover opportunities, and present product offers and financial solutions.
• Understand and comply with Citibank policies, standards, and procedures.
• Assess risk appropriately when making business decisions, considering the firm's reputation and safeguarding Citigroup, its clients, and assets by driving compliance with applicable laws, rules, and regulations.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree