Personal Banker SAFE Act, Yorba Linda Branch (Bilingual Preferred: Mandarin)
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 is based at the Yorba Linda branch; Mandarin is preferred. The banker supports small-business lending and sales, develops referral opportunities, serves clients through inbound and outbound interactions, and helps customers identify suitable products and digital services. The role also provides coaching and guidance to tellers and other branch staff and requires compliance with Citi policies, applicable laws, and risk controls. This is a full-time position in Citi’s Consumer Sales group and Branch Sales family. The primary location is Yorba Linda, California. The stated salary range is $58,190 to $81,210. Eligible employees may also receive incentive or retention awards and the benefits described in the posting.
Requirements
- 0–2 years of relevant experience.
- Knowledge of Smart Banking tools and technologies.
- NMLS registration and compliance with the SAFE Act.
- 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.
- Mandarin bilingual ability.
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 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 inbound and outbound 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 appropriately in business decisions; protect the firm’s reputation and Citi’s clients and assets; comply with applicable laws, rules, regulations, and policy; exercise sound ethical judgment; and transparently escalate, manage, and report control issues.
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- 401(k)
- Life insurance
- Accident insurance
- Disability insurance
- Wellness programs
- Paid time off, including planned vacation and unplanned sick leave
- Paid holidays
- Eligible employees may receive discretionary and formulaic incentive and retention awards
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
