Personal Banker SAFE Act - Selma Branch, Officer

Citigroup • Selma, 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:

Selma California United States

Primary Location Full Time Salary Range:

$54,100.00 - $75,500.00

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:

Aug 06, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents - AI Notice and Right (https://tbcdn.talentbrew.com/company/287/cms/v3/docs/policies/Illinois\Career\Supplement_a11y.pdf)

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.

Go to Apply

Staff Accountant

Robert Half • Fresno, CA • 1w ago

Finance, Accounting & Banking

Description We are looking for a detail-oriented Staff Accountant to join a non-profit organization in Fresno, California. In this role, you will support day-to-day accounting operations by maintaining accurate financial...

1w ago

Go to Apply

Regional Finance Manager - Yosemite

ARAMARK • Fresno, CA • 1w ago

Finance, Accounting & Banking

Job Description There's so much to love in Yosemite National Park ? the ultimate outdoor playground ? year-round. Be part of the Yosemite experience! Live, work, and play at historic properties like The Ahwahnee, Yosemit...

1w ago

Go to Apply

Security Officer Bank

Allied Universal • Clovis, CA • 1w ago

Finance, Accounting & Banking

1w ago

Go to Apply

Personal Banker II

Fifth Third Bank, N.A. • Fresno, CA • 1w ago

Finance, Accounting & Banking

Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Personal Banker II position...

1w ago

Go to Apply

Sr. Accountant

Robert Half • Fresno, CA • 1w ago

Finance, Accounting & Banking

Description We are looking for an experienced Sr. Accountant to support core accounting operations for a long-term contract opportunity in Fresno, California. This position will play a key role in maintaining accurate fi...

1w ago

Go to Apply

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