Personal Banker SAFE Act, Palos Verdes Branch, Officer

Citi • Rolling Hills Estates, CA

12d • $58,190 - $81,210

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 and increasing sales to individual consumer clients. It also supports small-business client growth, provides client services through inbound and outbound contact, and helps customers identify relevant products, services, and financial solutions. The position requires compliance with Citi policies and applicable laws and regulations, sound risk judgment, and transparent escalation and reporting of control issues. Other job-related duties may be assigned as required.

Requirements

• 0–2 years of relevant experience.
• NMLS registration and SAFE Act compliance.
• 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.
• 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 opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program.
• Assist with strategies to grow small-business clients 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 relationships through relevant cross-selling while providing 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 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 Citibank policies, standards, and procedures.
• Assess risk appropriately in business decisions; consider the firm’s reputation and safeguard Citi, client, and firm assets; drive compliance with applicable laws, rules, and regulations; adhere to policy; 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 packages, including vacation, 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