Personal Banker SAFE Act, Sunnyvale Branch, Officer

Citi • Sunnyvale, CA

1d • $61,280 - $85,520 • Onsite

About The Position

The Personal Banker SAFE Act is an entry-level position that assists with sales, product, and service activities in coordination with the customer service team. The role focuses on building customer relationships and loyalty while increasing sales to individual consumer clients. The position also supports small business banking opportunities, provides customer service across channels, and helps clients identify relevant products, services, and financial solutions.

The role is based at Citi’s Sunnyvale, California branch. It is a full-time position with a listed salary range of $61,280 to $85,520. Additional eligible compensation may include discretionary and formulaic incentive and retention awards.

Requirements

• 0–2 years of relevant experience.
• NMLS registration and SAFE Act compliance.
• Clear and concise written and verbal communication skills.

Nice To Haves

• Previous banking, retail, or sales experience.
• Knowledge of Smart Banking tools and technologies.

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 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.
• Deliver client services and make outbound and inbound calls to acquire new relationships and deepen existing ones through relevant cross-selling and a strong client experience.
• Coach and guide Tellers and other branch staff on products and special programs, identifying client needs, and making appropriate referrals.
• Recognize clients’ transaction needs, educate them about service and digital channels, use available technology and marketing tools to identify opportunities, and present product offers and financial solutions.
• Understand and comply with Citi policies, standards, and procedures.
• Assess risk in 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 vacation, unplanned 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