Personal Banker SAFE Act, Officer
Citi
Fremont, CA0–2 yrs2h agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 2 years · Bachelor's degree
- Must know
- Customer serviceLead generationMarketing
- Nice to have
- Sales
- Work
- On-site in Fremont
- Pay
- Not stated by the employer.
- Skill demand
- Sales60%Customer service58%Lead generation25%Marketing16%of 99 similar entry-level jobs posted in the US this week
- Listed
- Nov 6, 2026 · still open
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About the Role
The Personal Banker SAFE Act is an entry-level position responsible for assisting in the execution of sales, product, or service activities in coordination with the customer service team. The objective of this role is to foster customer relations to build loyalty and help increase sales to individual consumer clients.
Key Responsibilities
- Work with business credit requests less than $250K, recognize/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 appropriate sales plans to target Book of Business customers.
- Deliver client services, including outbound and inbound calls, to acquire new relationships and deepen existing ones 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 client transaction needs, educate clients on all service and digital channels, leverage available technology/marketing tools to uncover opportunities, and present product offers/financial solutions.
- Understand and comply with Citibank policies, standards, and procedures.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets. This includes driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency.
Qualifications
- 0-2 years of relevant experience.
- Previous banking, retail, or sales experience preferred.
- Knowledge of Smart Banking tools and technologies.
- NMLS registration; Safe Act compliant.
- Consistently demonstrates clear and concise written and verbal communication skills.
- Bilingual Mandarin Speaking Preferred.
Education
- Bachelor's Degree/University degree or equivalent experience.