Personal Banker SAFE Act - Santa Clara- Pruneridge Branch

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.

The salary range provided in this posting is based on a 40 hour work week.

Job Family Group : Consumer Sales

Job Family : Branch Sales

Time Type : Full time

Primary Location :

Santa Clara 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 :

Sep 10, 2025

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 () .

View Citi’s EEO Policy Statement () and the Know Your Rights () poster.

Citi is an equal opportunity and affirmative action employer.

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