Personal Banker SAFE Act - Garden Grove Branch
Citigroup Inc., Garden Grove, CA, United States
Overview
The Personal 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 objective of this role is to foster relations with customers to build loyalty and help increase sales to individual consumer clients. Responsibilities
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 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 to uncover opportunities, and present product offers/financial solutions. Understand and comply with Citibank policies, standards and procedures. Adequately assess risk when business decisions are made, consider the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws and regulations, adhering to policy, applying sound ethical judgment, and escalating or reporting control issues with transparency. Qualifications
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. Education
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. Bilingual Preferred – Vietnamese/English Additional Information
Anticipated Posting Close Date: Apr 17, 2026 Email or postal addresses and external links were removed to ensure the description remains focused on job responsibilities, qualifications, and benefits as required by policy. Equal opportunity employer language is included below for compliance. EEO Information : 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.
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The Personal 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 objective of this role is to foster relations with customers to build loyalty and help increase sales to individual consumer clients. Responsibilities
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 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 to uncover opportunities, and present product offers/financial solutions. Understand and comply with Citibank policies, standards and procedures. Adequately assess risk when business decisions are made, consider the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws and regulations, adhering to policy, applying sound ethical judgment, and escalating or reporting control issues with transparency. Qualifications
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. Education
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. Bilingual Preferred – Vietnamese/English Additional Information
Anticipated Posting Close Date: Apr 17, 2026 Email or postal addresses and external links were removed to ensure the description remains focused on job responsibilities, qualifications, and benefits as required by policy. Equal opportunity employer language is included below for compliance. EEO Information : 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.
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