Personal Banker SAFE Act, Blossom Hill Branch

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 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 via cross-selling relevant products and services, while providing a remarkable client experience.
• Provide coaching and guidance to Tellers and other branch staff on products and special programs, identifying client needs, and making appropriate referrals.
• Recognize client transaction needs, educate clients on all service and digital channels, and 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 making business decisions, 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 demonstrate 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.

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Good Faith Schedule, subject to change based on business needs: Monday thru Friday 8:30am-5:30pm, Alternating Saturday 9:30am-2:30pm.