Personal Banker SAFE Act, Inner Richmond- San Francisco 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
• Implement strategies to grow the small business client base and develop appropriate sales plans
• Deliver client services, make outbound and inbound calls to acquire new relationships and deepen existing ones
• Coach and guide Tellers and other branch staff on products and special programs, identifying client needs and providing appropriate referrals
• Identify transaction needs of clients, educate them on all service and digital channels, and leverage technology/marketing tools to uncover opportunities and present product offers/solutions
• Comply with Citibank policies, standards, and procedures, demonstrating strong ethical judgment and adherence to applicable laws, rules, and regulations

Qualifications

• 0-2 years of relevant experience
• Previous banking, retail, or sales experience preferred
• NMLS registration; Safe Act compliant
• Clear and concise written and verbal communication skills

Education

Bachelor's Degree/University degree or equivalent experience

Benefits

Discretionary and formulaic incentive and retention awards
Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Primary Location

San Francisco, California, United States

Job Family Group

Consumer Sales

Job Family

Branch Sales

Time Type

Full time

Anticipated Posting Close Date

Jul 17, 2026