Personal Banker SAFE Act, Riverside Plaza Branch, Officer

Citi • Riverside, CA

11d • $54,100 - $75,500

About The Position

The Personal Banker SAFE Act is an entry-level position responsible for assisting with sales, product, and service activities in coordination with the customer service team. The role focuses on building customer loyalty and increasing sales to individual consumer clients. The banker also supports small-business growth by working with business credit requests under $250,000, identifying and referring larger lending opportunities, and cross-selling treasury and related small-business products. The role provides client services through inbound and outbound calls, develops new relationships, deepens existing ones, and helps deliver a remarkable client experience. 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 compliance with the SAFE Act.
• 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.

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 appropriate sales plans for Book of Business customers.
• Deliver client services and make outbound and inbound calls to acquire new relationships and deepen existing relationships through cross-selling relevant products and services while delivering a remarkable client experience.
• Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals.
• Recognize clients’ transaction needs, educate them on service and digital channels, and leverage available 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 in business decisions, considering the firm's reputation and safeguarding Citigroup, its clients, and assets; drive compliance with applicable laws, rules, and regulations; adhere to policy; apply 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 packages, including planned vacation time, 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