Personal Banker SAFE Act, Mill Valley Area

Citi • Mill Valley, CA

1d • $61,280 - $85,520

About The Position

The Personal Banker SAFE Act is an entry-level position that assists with sales, products, and service activities in coordination with the customer service team. The role focuses on building customer relationships and loyalty while helping increase sales to individual consumer clients. The position also supports small business growth by handling eligible business credit requests, developing referrals, and recommending relevant products and services. Other job-related duties may be assigned as required.

Requirements

• 0–2 years of relevant experience.
• Knowledge of Smart Banking tools and technologies.
• NMLS registration and SAFE Act compliance.
• Consistently demonstrate clear and concise written and verbal communication skills.
• Bachelor’s degree/university degree or equivalent experience.

Nice To Haves

• Previous banking, retail, or sales experience preferred.

Responsibilities

• Work with business credit requests under $250,000, recognize and refer larger lending opportunities, and cross-sell treasury and related small business products.
• Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program.
• Assist with strategies to grow the small business client base and implement sales plans targeting Book of Business customers.
• Provide client services and make outbound and inbound calls to acquire new relationships and deepen existing ones through cross-selling relevant products and services while delivering a remarkable client experience.
• Coach and guide Tellers and other branch staff on products and special programs, identifying client needs, and providing appropriate referrals.
• Recognize clients’ transaction needs, educate them on service and digital channels, use available technology and marketing tools to identify opportunities, and present product offers and financial solutions.
• Understand and comply with Citibank policies, standards, and procedures.
• Assess risk appropriately when making business decisions, protect the firm’s reputation and assets, comply with applicable laws and policies, exercise sound ethical judgment, and transparently escalate, manage, and report control issues.

Benefits

• Medical, dental, and vision coverage
• 401(k)
• Life, accident, and disability insurance
• Wellness programs
• Paid time off, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
• Eligible employees may receive discretionary and formulaic incentive and retention awards

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level