Personal Banker SAFE Act, Santa Clara Pruneridge Branch; Bilingual : Mandarin or Cantonese

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 is to foster relations with customers, build loyalty, and help increase sales to individual consumer clients.

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

• Work with business credit requests less than $250000, recognize/referral 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 and inbound calls to acquire new relationships and deepen existing relationships through cross‑selling 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, leverage technology and 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.

• Medical, dental, and vision coverage.
• 401(k) plan.
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off (vacation, sick leave, paid holidays).
• Discretionary and formulaic incentive and retention awards.

Salary range: $61,280.00 – $85,520.00.

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 need a reasonable accommodation to use our search tools and/or apply for a career opportunity, please review Accessibility at Citi.