Personal Banker SAFE Act , Pacific Heights Branch at Citi

San Francisco, California, United States -

Full Time

Start Date

Immediate

Expiry Date

14 Apr, 26

Salary

0.0

Posted On

14 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Sales, Communication Skills, Attention to Detail, Integrity, Professionalism, Coaching, Mentoring, Digital Savvy, Technology Adoption, Referral Business Development, Customer Outreach, Financial Solutions, Team Collaboration, Product Knowledge, Service Education

Industry

Financial Services

Description

Deepen existing client relationships by investing time getting to know your clients, transforming these learnings into meaningful recommendations, and staying connected beyond the point of sale while delivering remarkable client experience Leverage phone, e-mail, and video channels to perform regular customer outreach including outbound sales, follow ups on pending recommendations and services, and proactive check-ins; maximize the effectiveness of these calls through appropriate planning and prioritization Cultivate relationships with partners, including Small Business, Home Lending and Personal Wealth Management, enabling you to fulfill or provide appropriate referrals to meet client needs Invest in personal development and provide peer mentoring as appropriate within the team Digitally savvy; comfortable adopting new technologies, explaining digital tools to clients, and interacting with clients across multiple channels (both in-person and virtual) 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 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 Drive client satisfaction through delivery of exceptional client experience, acquire new relationships and deepen existing relationships through the presentation of relevant products and services Monday to Wednesday 8:30am-5:30pm, Thursday 12:00 am-3:00pm, Friday 8:30am-5:30pm, Saturday 9:30am-2:30pm This is a rotating Saturday schedule. The schedule is subjected to change. ------------------------------------------------------ Job Family Group: Consumer Sales ------------------------------------------------------ Job Family: Branch Sales ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ 2-4 Years of relevant experience; banking/finance, retail, or sales experience preferred High school diploma or equivalent required; bachelor's degree preferred Consistently demonstrates clear and concise written and verbal communication skills Demonstrated ability to cultivate relationships and identify and execute on opportunities for growth Excellent attention to detail Strong integrity and professionalism Proficient computer skills and banking technology skills NMLS registration; Safe Act compliant ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jan 20, 2026 ------------------------------------------------------

Responsibilities

Deepen existing client relationships by understanding their needs and providing tailored recommendations. Engage in regular outreach through various channels to enhance client satisfaction and drive sales.