Personal Banker SAFE Act, Los Gatos Branch
Citi
Los Gatos, 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 Los Gatos
- Pay
- Not stated by the employer.
- Skill demand
- Customer service44%Sales32%Lead generation7%Marketing4%of 99 similar entry-level jobs posted in the US this week
- Listed
- Oct 27, 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 overall objective of this role is to foster relations with customers to build loyalty and to 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 and implement appropriate sales plans to target Book of Business customers
- Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering 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 transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available 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, by 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.
Requirements & Tech Stack
- Knowledge of Smart Banking tools and technologies
- NMLS registration; Safe Act compliant
- 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