Personal Banker SAFE Act, Rancho Cucamonga Branch, Officer
Citigroup Inc., Rancho Cucamonga, CA, United States
The Personal Banker SAFE Act is an entry‑level position responsible for assisting with the execution of sales, product, or service activities in coordination with the customer service team. The overall objective 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 base and implement sales plans to target Book of Business customers.
Deliver client services/outbound and inbound calls to acquire new relationships and deepen existing ones 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 them on all service and digital channels, leverage technology/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.
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.
Primary location: Rancho Cucamonga, California, United States.
Salary range: $54,100.00 – $75,500.00 per year. In addition to salary, eligible employees may receive discretionary and formulaic incentive and retention awards. Benefits include medical, dental, and vision coverage; 401(k) plan; life, accident, and disability insurance; wellness programs; paid time off (vacation, sick leave, and holidays). For additional information regarding benefits, please refer to the relevant internal resources.
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 or apply for a career opportunity, please refer to our accessibility resources. View Citi’s EEO Policy Statement and the Know Your Rights poster.
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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 base and implement sales plans to target Book of Business customers.
Deliver client services/outbound and inbound calls to acquire new relationships and deepen existing ones 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 them on all service and digital channels, leverage technology/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.
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.
Primary location: Rancho Cucamonga, California, United States.
Salary range: $54,100.00 – $75,500.00 per year. In addition to salary, eligible employees may receive discretionary and formulaic incentive and retention awards. Benefits include medical, dental, and vision coverage; 401(k) plan; life, accident, and disability insurance; wellness programs; paid time off (vacation, sick leave, and holidays). For additional information regarding benefits, please refer to the relevant internal resources.
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 or apply for a career opportunity, please refer to our accessibility resources. View Citi’s EEO Policy Statement and the Know Your Rights poster.
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