Personal Banker SAFE Act, Lakewood Branch, Officer

Lakewood

Tuesday, 21 April 2026

Work with business credit requests less than $250 K, 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:Lakewood California United States------------------------------ ------------------------Primary Location Full Time Salary Range:$58,190.00 - $81,210.00 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:Apr 27, 2026---------------------------- --------------------------

apply
 
Loading Similar Jobs...
JOBZ is an independent Job Search Engine. JOBZ is not an agent or representative and is not endorsed, sponsored or affiliated with any employer. JOBZ uses proprietary technology to keep the availability and accuracy of its job listings and their details. All trademarks, service marks, logos, domain names, job descriptions and other company descriptions / details are the property of their respective holder. JOBZ does not have its users apply for a job on the J-O-B-Z.com website. Additionally, JOBZ may provide a list of third-party job listings that may not be affiliated with any employer. Please make sure you understand and agree to the website's Terms & Conditions and Privacy Policies you are applying on as they may differ from ours and are not in our control.