Personal Banker SAFE Act, Millbrae Branch, Officer

Personal Banker – SAFE Act

The Person al Banker SAFE Act is an entry level position responsible for assisting in the execution of sales, products, or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and help increase sales to individual consumer clients.

• Work with business credit requests less than $250K, recognize or 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 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/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 conducting compliance with applicable laws, rules, and regulations.

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

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

$61,280.00 – $85,520.00 per year. In addition to salary, Citi may provide discretionary and formulaic incentive and retention awards.

Citi offers competitive employee benefits, including medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Employees also receive paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit

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. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility w Citi’s EEO Policy Statement and the Know Your Rights poster.