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Personal Banker SAFE Act, Fremont Warm Springs Branch, Officer at Citi

Fremont, California, United States -

Full Time

Start Date

Immediate

Expiry Date

31 Mar, 26

Salary

0.0

Posted On

31 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Services, Sales, Coaching, Communication Skills, Banking, Retail, Cross-Selling, Business Credit, Technology, Digital Channels, Financial Solutions, Referral Business, Small Business Products, Smart Banking Tools, NMLS Registration, Client Needs, Outbound Calls

Industry

Financial Services

Description

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 available to uncover opportunities, and present product offers/financial solutions 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 Bachelor's Degree/University degree or equivalent experience ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jan 05, 2026 ------------------------------------------------------

Responsibilities

The Personal Banker will work with business credit requests under $250K and assist in growing small business clients through various strategies. They will also provide coaching to branch staff and deliver exceptional client services through calls and referrals.