Personal Banker SAFE Act, El Cajon Branch

Responsibilities

• Work with business credit requests less than $250K, recognize and 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 appropriate sales plans to target Book of Business customers.
• Deliver client services, outbound calls, and inbound calls to acquire new relationships and deepen existing relationships through the cross‑sell of relevant products and services while delivering a remarkable client experience.
• Provide tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals.
• Recognize transaction needs of clients, educate clients on all service and digital channels, and leverage technology and marketing tools available to uncover opportunities and present product offers and financial solutions.
• Understand and comply with Citibank policies, standards, and procedures.
• Appropriately assess risk when business decisions are made, demonstrating 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, and escalating, managing, and reporting control issues with transparency.

• 0–2 years of relevant experience.
• Previous banking, retail, or sales experience preferred.
• Knowledge of Smart Banking tools and technologies.
• NMLS registration and Safe Act compliance.
• Consistently demonstrates clear and concise written and verbal communication skills.

• Bachelor’s Degree/University degree or equivalent experience.

Primary

Location:

ElCajon, California, United States.

Full‑time salary range: $58,190.00 – $81,210.00.

In addition to salary, Citi offers discretionary and formulaic incentive and retention awards, medical, dental and vision coverage, 401(k), life, accident, and disability insurance, wellness programs, paid time off packages (including vacation, sick leave, and paid holidays), and other benefits. Additional information is available at

Citi is an equal‑opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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