Personal Banker SAFE Act, San Ramon Branch, Officer
CitiCalifornia, United States
Posted April 7, 2026
61280 - 85520 USD
Full Time
About the Company
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have over 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities. For information on Citi’s commitment to privacy, visit on.citi/privacy.
Job Description
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.
Requirements
- Work with business credit requests less than $250K
- Build referral business opportunities
- Assist in strategies to grow the small business client
- Deliver client services/outbound calls/inbound calls
- Provide coaching and guidance to Tellers and other branch staff
- Recognize transaction needs of clients
- Educate clients on all service and digital channels
- 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
- paid holidays