Personal Banker SAFE ACT, Oakland Fruitvale Branch, Officer
CitiOakland, California, United States
Posted March 30, 2026
61280 - 85520 USD
Full Time
About the Company
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
Job Description
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.
Requirements
- 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
- Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services
- 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
Benefits
- medical, dental & vision coverage
- 401(k)
- life, accident, and disability insurance
- wellness programs
- paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays