Personal Banker SAFE Act, Camden Branch

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
• Auxiliary 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
• Coach and guide Tellers and other branch staff on products and special programs, identify client needs, and provide 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

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

Pay

$61,280.00 - $85,520.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.

Schedule

Good Faith Schedule- subject to change based on business needs:

• Week 1: Monday thru Friday 8:30- 5:30
• Week 2: Mon, Tues, Thurs, Fri 8:30-5:30pm Wed 1:30pm- 5:30, Sat 9:30pm-2:30pm

Job Family Group

Consumer Sales

Job Family

Branch Sales

Time Type

Full time

Primary Location

San Jose California United States

Anticipated Posting Close Date

Jun 18, 2026