Personal Banker SAFE Act
Citi
Milpitas, CA0–2 yrs1h 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 Milpitas
- Pay
- Not stated by the employer.
- Skill demand
- Customer service43%Sales43%Lead generation18%Marketing14%of 99 similar entry-level jobs posted in the US this week
- Listed
- Nov 5, 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 is to foster customer relations, build loyalty, and 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 through outbound and inbound calls to acquire new relationships and deepen existing ones by 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 consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment, and escalating, managing, and reporting control issues with transparency.
Requirements & Tech Stack
- NMLS registration; Safe Act compliant.
- Knowledge of Smart Banking tools and technologies.
- Consistently demonstrates clear and concise written and verbal communication skills.
Qualifications
- 0-2 years of relevant experience.
- Previous banking, retail, or sales experience preferred.
- Bachelor's Degree/University degree or equivalent experience.
Bilingual in Mandarin or Cantonese preferred.