Personal Banker: Elevate Client Relationships & Cross-Sell
Listed on 2026-10-18
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Finance & Banking
Financial Sales, Retail Banking
Citi in Santa Clara, CA, seeks a Personal Banker SAFE Act, entry-level to support sales and service activities in coordination with the customer service team. The role aims to foster strong relationships with individual clients and help grow sales through cross-selling treasury and related products.
Responsibilities include assisting with loan requests under $250K, building COI/MGM referrals, coaching branch staff on products, and ensuring compliance with Citibank policies.
We are seeking a motivated Personal Banker:
Elevate Client Relationships & Cross-Sell to join Citi in Santa Clara, CA, United States.
Consider building your career as a Personal Banker:
Elevate Client Relationships & Cross-Sell at Citi.
The Person al Banker:
Elevate Client Relationships & Cross-Sell position in the Finance, Sales field is open for applications.
We have an opening for a Personal Banker:
Elevate Client Relationships & Cross-Sell in Santa Clara, CA, United States within Finance, Sales.
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