Personal Banker SAFE ACT, Berkeley Branch, Officer

Citigroup • Berkeley, CA • 3h ago

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. 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 assess 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.

Job Family Group:

Consumer Sales

Job Family:

Branch Sales

Time Type:

Full time

Primary Location:

Berkeley California United States

Primary Location Full Time Salary Range:

$61,280.00 - $85,520.00

In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date:

May 15, 2026

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.

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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .

View Citi's EEO Policy Statement (https://www.citigroup.com/global/eeo-aa-policy) and the Know Your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\EEOC\KnowYourRights6.12ScreenRdr.pdf) poster.

Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Similar Jobs

HR/Payroll

Robert Half • San Francisco, CA • 2h ago

Finance, Accounting & Banking

Description Natalie Lue with Robert Half is recruiting for an HR Generalist who has exposure to employee relations, recruiting coordination, and is happy to take full ownership of payroll. Great role for someone who want...

2h ago

Go to Apply

Certified Payroll

Robert Half • Oakland, CA • 2h ago

Finance, Accounting & Banking

Description Are you a meticulous, detail-oriented payroll detail oriented with a strong understanding of certified payroll and prevailing wage requirements? Robert Half is seeking a highly skilled?Certified Payroll Speci...

2h ago

Go to Apply

Fund Accounting Manager - Private Equity

Robert Half • Oakland, CA • 3h ago

Finance, Accounting & Banking

Description Fund Accounting Manager - Real Estate Private Equity Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a private equity real estate investment firm seeking a Fund Accounting Manage...

3h ago

Go to Apply

Fund Accountant | Family Office

Robert Half • San Francisco, CA • 3h ago

Finance, Accounting & Banking

Description Senior Accountant - Real Estate & Family Office ($100-130K + Bonus) San Francisco | Hybrid/Flexible Schedule Jennifer Fukumae with Robert Half is partnering with a growing real estate investment and devel...

3h ago

Go to Apply

Accounts Payable Specialist

Robert Half • San Leandro, CA • 6h ago

Finance, Accounting & Banking

Description Are you an experienced?Accounts Payable Specialist?with expertise in?Sage Intacct? Robert Half is seeking a detail-oriented and tech-savvy detail oriented to support accounts payable functions for one of our...

6h ago

Go to Apply

Accounting Manager | Private Equity Real Estate

Robert Half • Oakland, CA • 6h ago

Finance, Accounting & Banking

6h ago

Go to Apply

Assistant Controller | Real Estate Fund

Robert Half • San Francisco, CA • 8h ago

Finance, Accounting & Banking

Description Assistant Controller / Accounting Manager | Real Estate Funds ?? San Francisco | Hybrid Flexibility Jennifer Fukumae with Robert Half Finance and Accounting is partnering with an established real estate inves...

8h ago

Go to Apply

Assistant Controller

Robert Half • Oakland, CA • 8h ago

Finance, Accounting & Banking

Description Jeff Abrams with Robert Half is looking for an Assistant Property Controller who would oversee daily and periodic property accounting, lease management, payment processing, and compliance tasks. The individua...

8h ago

Go to Apply

Assistant Controller | Real Estate Fund

Robert Half • San Francisco, CA • 8h ago

Finance, Accounting & Banking

8h ago

Go to Apply

Bookkeeper

Robert Half • San Ramon, CA • 9h ago

Finance, Accounting & Banking

Description Our client is currently seeking an experienced Bookkeeper for an ongoing contract to permanent opportunity with a company in San Ramon, CA. The ideal candidate will be organized, dependable, and comfortable m...

9h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)