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Citi Group Personal Banker SAFE Act - One Branch- San Francisco DeNovo 
United States, California, San Francisco 
551435686

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Responsibilities:

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

Represent Citibank as a brand ambassador, an expert on Citi’s products and their benefits and an educator on digital innovations

Digitally savvy; comfortable adopting new technologies, explaining digital tools to clients, and interacting with clients across multiple channels (both in-person and virtual)

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

Drive client satisfaction through delivery of exceptional client experience, acquire new relationships and deepen existing relationships through the presentation of relevant products and services

Understand and comply with Citibank policies, standards and procedures to ensure the security of the bank’s and clients’ assets

This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.

Qualifications

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

Monday thru Friday 8:30am-5:30pm

Consumer SalesBranch Sales

Full timeSan Francisco California United States$61,280.00 - $85,520.00


Anticipated Posting Close Date:

May 07, 2025

View Citi’s and the poster.

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