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Personal Banker: Customer Growth & Small Biz Solutions
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-08-02
Listing for:
Citi
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Financial Sales, Retail Banking
Job Description & How to Apply Below
Citi in San Francisco seeks an entry level Personal Banker SAFE Act to support sales, products and service activities with the customer service team. The role focuses on building loyalty and increasing sales to individual consumer clients.
Responsibilities include handling small business credit referrals under $250K, cross-selling treasury products, developing referral opportunities, delivering client services via outbound and inbound calls, coaching branch staff, educating clients about digital
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