Personal Banker SAFE Act, Bilingual Mandarin/ Cantonese Preferred, San Gabriel Valley Area, Officer

An entry-level position responsible for assisting in the execution of sales, products, or service activities in coordination with the customer service team. The role focuses on fostering customer relationships to build loyalty and increase sales to individual consumer clients.

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 sales plans to target Book of Business customers.
• Deliver client services, outbound/inbound calls to acquire new relationships and deepen existing ones through cross-selling relevant products and services while ensuring a remarkable client experience.
• Provide Tellers and other branch staff with coaching and guidance on products, special programs, identifying client needs, and making appropriate referrals.
• Recognize transaction needs of clients, educate them on service and digital channels, leverage technology/marketing tools to uncover opportunities, and present product offers/financial solutions.
• Understand and comply with Citibank policies, standards, and procedures.
• Assess risk in business decisions, demonstrating consideration for the firm’s reputation and safeguarding Citigroup, its clients, and assets by adhering to applicable laws, rules, and regulations, and applying sound ethical judgment.

Requirements

• 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.

Qualifications

Bachelor’s Degree/University degree or equivalent experience.

Pay

Full-time salary range: $58,190.00 - $81,210.00. In addition to salary, eligible employees may receive discretionary and formulaic incentive and retention awards.

Benefits

• Medical, dental, and vision coverage.
• 401(k) retirement plan.
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off, including vacation, sick leave, and holidays.

Schedule

Part time.

Primary location: San Gabriel, California, United States.