Personal Banker SAFE ACT - Friendship Heights branch

Personal Banker SAFE ACT - Friendship Heights branch

Join to apply for the Personal Banker SAFE ACT - Friendship Heights branch друг role at Citi.

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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-earned team. The overall objective of this role is to foster relations with customers to build loyalty and help increase sales to individual‑consumer clients.

• 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 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, and leverage technology/marketing tools available to uncover opportunities and present product offers/financial solutions.
• Understand and comply with Citibank policies, standards and procedures.
• Appropr adults assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets, driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment and escalating, managing and reporting control issues with transparency.

• Previous banking, retail, or sales experience preferred.
• Knowledge of Smart Banking tools and technologies.
• NMLS registration and Safe Act compliance.
• Consistently demonstrates clear and concise written and verbal communication skills.

• Bachelor’s Degree/University degree or equivalent experience.

Consumer Sales

Branch Sales

Full time

Washington District of Columbia, United States

$58,190.00 – $81,210.00

In addition to salary, Citi’s offerings may also Families, for eligible employees, include 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(lbl 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.

Jan 13, 2026

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 മാറ, status as a protected veteran, or any other characteristic protected by law.

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