Personal Banker SAFE Act, Chino Hills Branch, Officer

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 relationships with customers to build loyalty and help increase sales to individual consumer clients.

• Work with business credit requests less than $250K, recognize references to 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 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 service and digital channels, leverage technology and marketing tools to uncover opportunities, and present product offers and financial solutions
• Understand and comply with Citibank policies, standards, and procedures
• Appropriately assess risk when making business decisions, safeguarding Citigroup, its clients and assets by driving compliance with applicable laws, rules, and regulations; adhering to policy; applying ethical judgment; 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.

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, please contact Accessibility w Citi’s EEO Policy Statement and the Know Your Rights poster.