Personal Banker SAFE Act- Cathedral Hill Branch- San Francisco- On Site | San Francisco, CA

Detailed Information

  • Location: San Francisco, CA

  • Company: Citibank Ag

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: 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 Understand and comply with Citibank policies, standards and procedures Appropriately backss 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: 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 Education: Bachelor's Degree/University degree or equivalent experience This job description provides a high-level review of the types of work performed.

Other job-related duties may be assigned as required. Good Faith Schedule- Subject to change based on business needs: Monday thru Friday 8:30am-5:30pm Employee's in a San Francisco City or County location and work a minimum of 8 hours per week, please click the below hyperlink for additional information on your rights pertaining to the Fair Chance Ordinance: sfgov. org/olse/sites/default/files/Document/FCO Poster Set All Languages.

pdf ---------- Job Family Group: Consumer Sales ---------- Job Family: Branch Sales ---------- Time Type: Full time ---------- Primary Location: San Francisco California United States ---------- Primary Location Salary Range: $61,280.00 - $85,520.00 ---------- Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, or status as a protected veteran. 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 review Accessibility at Citi. View the " EEO is the Law " poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting Similar Jobs (3) Personal Banker SAFE Act - West Portal Branch- On Site locations San Francisco California United States time type Full time posted on Posted 25 Days Ago Personal Banker SAFE Act- Marina Branch- San Francisco- On-Site locations San Francisco California United States time type Full time posted on Posted 18 Days Ago Personal Banker SAFE Act- California Street Branch- On-Site locations San Francisco California United States time type Full time posted on Posted 18 Days Ago Click here to learn more about careers at Citi.

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