Personal Banker SAFE Act, Bilingual Mandarin Speaking Preferred, Rowland Heights Branch, Officer

Citi • Rowland Heights, CA

5d • $58,190 - $81,210 • 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 supporting sales to individual consumer clients. The position also serves small business customers by handling business credit requests under $250,000, referring larger lending opportunities, and cross-selling relevant treasury and small business products. The position is based at Citi’s Rowland Heights, California branch. Mandarin-speaking ability is preferred, as indicated in the job title.

Requirements

• 0–2 years of relevant experience.
• Knowledge of Smart Banking tools and technologies.
• 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 preferred.
• Bilingual Mandarin-speaking ability preferred.

Responsibilities

• Work with business credit requests below $250,000, 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 in strategies to grow the small business client base and implement 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 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 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 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 time and unplanned sick leave
• Paid holidays
• Discretionary and formulaic incentive and retention awards may be available to eligible employees

What This Job Offers

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