PERSONAL BANKER - MOUNTAIN VIEW BRANCH

Citi in San Francisco, CA

  • Industry: Financial Services - Banking/Investment/Finance - Banker/Loan Officer
  • Type: Full Time
  • $84,150.00 - 156,310.00
position filled
The Personal Banker SAFE Act is an entry level position responsible for the assistance 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 relations with customers to build loyalty and to help increase sales to individual consumer clients.

Responsibilities:
  • Deliver client services and acquire new relationships and deepens existing relationships through the cross sell of relevant products and
  • Build referral business opportunities through Centers of Influence (COIs) and recommend strategies to grow the consumer and small business client base
  • Handle small business credit requests up to $100K, recognize/escalate larger lending opportunities and cross sell treasury/ and related small business products
  • Recognize transaction needs of clients and educate clients on service and digital channels for providing assistance with self-service
  • Perform calling activities including outbound sales as well as follow ups
  • Coach tellers and other branch staff on products/special programs, identifying client needs, and providing appropriate referrals
  • Understand and comply with Citibank policies, standards and procedures to ensure the security of the bank's and clients' assets
  • 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:
    • 2-4 years of relevant experience
    • NMLS registration; Safe Act compliant
    • Previous banking, retail, or sales experience preferred
    • Proficient sales skills
    • Consistently demonstrates clear and concise written and verbal communication skills
    • Proficient computer skills and banking technology skills
      Education:
      • High School diploma or equivalent
        This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.----------Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - US----------Time Type :----------Citi is an equal opportunity and affirmative action employer.
        Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. 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 CLICK HERE.To view the "EEO is the Law" poster CLICK HERE. To view the EEO is the Law Supplement CLICK HERE.
        To view the EEO Policy Statement CLICK HERE.
        To view the Pay Transparency Posting CLICK HERE.
        Associated topics: client, collection analyst, counselor, loan originator, loan servicing officer, mortgage, mortgage officer, mortgage originator, personal banker i, representative

You may be interested in these similar jobs!
Substitute Teacher
Swing Education in Redwood City, CA

Swing Education is looking for motivated and passionate substitute teachers in Redwood City, CA and its surrounding areas to join our community. With…

Read More
Guest Teacher at Multiple Schools
Swing Education in Hayward, CA

Swing Education is looking for motivated and passionate substitute teachers in Hayward, CA and its surrounding areas to join our community. With Swin…

Read More
Part Time Substitute Teacher
Swing Education in Berkeley, CA

Swing Education is looking for motivated and passionate substitute teachers in Berkeley, CA and its surrounding areas to join our community. With Swi…

Read More
Premier Banker 2 (SAFE) - SC Peninsula District
Wells Fargo in San Francisco, CA

Job Description Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload you…

Read More
Personal Banker - Oakland Main Branch
Citi in Oakland, CA

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in c…

Read More
Premier Banker (SAFE) - Peninsula District
Wells Fargo in Palo Alto, CA

Job DescriptionImportant Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your…

Read More
Personal Banker - Hayward Branch
Citi in Hayward, CA

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in …

Read More
PERSONAL BANKER - ORINDA BRANCH
Citi in Orinda, CA

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in c…

Read More
Personal Banker- Post Street Branch
Citi in San Francisco, CA

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in …

Read More
PERSONAL BANKER - SAN MATEO MAIN RBANCH ***Chinese Language Preferred***
Citi in San Mateo, CA

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in c…

Read More
Personal Banker
Provident Credit Union in Redwood City, CA

Provident Credit Union's reputation depends on our Personal Bankers or Personal Account Officers. If you enjoy the challenges of a diverse set of fin…

Read More
Member Solution Specialist (Personal Banker)
Patelco Credit Union in San Bruno, CA

OverviewWe’re here to help people in communities throughout Northern California build financially healthy lives. We do this by being attentive and pa…

Read More
Branch Banker III or IV (Personal Banker)
SunTrust in Danville, CA

Please review the following job description: Responsible for building long-term relationships with clients in-person and by phone. Work to under…

Read More
Multidistrict Substitute Teacher
Swing Education in Vallejo, CA

Swing Education is looking for motivated and passionate substitute teachers in Vallejo, CA and its surrounding areas to join our community. With Swin…

Read More
Universal Service Representative
USE Credit Union in Berkeley, CA

USE Credit UnionJob ID 2019-1288Job Locations US-CA-BerkeleyCategory Retail (Branches)Type Regular Full-TimeMore information about this jobOvervi…

Read More