Personal Banker SAFE Act, San Gabriel Valley Area, Officer

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

Requirements

• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

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

Skills

• Complementary skills for this role can be found in the requirements and/or discussed with the recruiter.

Pay

This position is offered at a range of $58,190.00 - $81,210.00 per year, depending on experience and qualifications. Additional compensation includes discretionary and formulaic incentive and retention awards, as well as competitive benefits such as medical, dental & vision coverage, 401(k), life, accident, and disability insurance, and wellness programs. Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays are also available.

Schedule

Full-time position.

Benefits

Citi offers a comprehensive benefits package that includes:

• Medical, dental & vision coverage
• 401(k)
• Life, accident, and disability insurance
• Wellness programs

Location

San Gabriel, California, United States

Job Family Group

Consumer Sales

Job Family

Branch Sales

Primary Location

San Gabriel, California, United States

Anticipated Posting Close Date

Jun 22, 2026