Personal Banker SAFE Act 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

• 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/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering 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/financial solutions

• Understand and comply with Citibank policies, standards and procedures

• 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.

• 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

• Bachelor’s Degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Consumer Sales

Branch Sales

Full time

Reston Virginia United States

$58,190.00 - $81,210.00

Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers 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  Available offerings may vary by jurisdiction, job level, and date of hire.

• 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.

Please see the requirements listed above.

For complementary skills, please see above and/or contact the recruiter.

Sep 22, 2026

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate’s skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated…