Personal Banker SAFE Act, Los Gatos Branch, Officer

Job Summary The Personal Banker SAFE Act is an entry‑level position responsible for the assistance in the execution of sales, products 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. Responsibilities Work with business credit requests less than $250K, recognize or 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 via outbound and inbound calls to acquire new relationships and deepen existing ones through the cross‑sell of 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 transaction needs of clients, educate them on all service and digital channels, and leverage available technology and marketing tools to uncover opportunities and present product offers and financial solutions. Understand and comply with Citibank policies, standards, and procedures. Appropriately assess risk when making business decisions, 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. 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. Education Bachelor’s Degree, university degree, or equivalent experience. Salary & Benefits Primary location: Los Gatos, California, United States. Salary range: $61,280.00 – $85,520.00 per year. Benefits include: medical, dental, and vision coverage; 401(k) retirement plan; life, accident, and disability insurance; wellness programs; paid time off (vacation, sick leave, holidays). EEO Statement Citi is an equal‑opportunity employer. Qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If a person with a disability requires a reasonable accommodation to use our search tools or apply for a career opportunity, please contact us for an accommodation. #J-18808-Ljbffr Citi