Personal Banker: Elevate Client Relationships & Cross-Sell
Citi
Citi in Santa Clara, CA, seeks a Personal Banker SAFE Act, entry-level to support sales and service activities in coordination with the customer service team. The role aims to foster strong relationships with individual clients and help grow sales through cross-selling treasury and related products. Responsibilities include assisting with loan requests under $250K, building COI/MGM referrals, coaching branch staff on products, and ensuring compliance with Citibank policies. #J-18808-Ljbffr Citi
Vacancy posted 1 day ago
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