Personal Banker SAFE Act, Contra Costa Area, Officer

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 primary objective is to foster relationships with customers to build loyalty and help increase sales to individual consumer clients. Responsibilities Work with business credit requests less than $250K, recognize and 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 portfolio and implement appropriate sales plans to target Book of Business customers. Deliver client services, outbound and inbound calls to acquire new relationships and deepen existing ones through 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 offering appropriate referrals. Recognize transaction needs of clients, educate clients on all service and digital channels, and leverage technology/marketing tools available to uncover opportunities, presenting product offers and 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, safeguarding Citigroup assets, driving compliance with applicable laws, rules, and regulations, and escalating 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. Consistent demonstration of clear and concise written and verbal communication skills. Education Bachelor's degree, university degree, or equivalent experience. Benefits Citi offers competitive employee benefits, including medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; wellness programs; and paid time off packages (vacation, sick leave, and paid holidays). In addition to salary, eligible employees may receive discretionary and formulaic incentive and retention awards. Primary Location: Walnut Creek, California, United States. Citi is an equal opportunity employer, and 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 you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, please review the Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr Citigroup Inc.