Personal Banker- Laguna Hills 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:Deliver client services and acquire new relationships and deepens existing relationships through the cross sell of relevant products and

Build referral business opportunities through Centers of Influence (COIs) and recommend strategies to grow the consumer and small business client base

Handle small business credit requests up to $100K, recognize/escalate larger lending opportunities and cross sell treasury/ and related small business products

Recognize transaction needs of clients and educate clients on service and digital channels for providing assistance with self-service

Perform calling activities including outbound sales as well as follow ups

Coach tellers and other branch staff on products/special programs, identifying client needs, and providing appropriate referrals

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

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:2-4 years of relevant experience

NMLS registration; Safe Act compliant

Previous banking, retail, or sales experience preferred

Proficient sales skills

Consistently demonstrates clear and concise written and verbal communication skills

Proficient computer skills and banking technology skills

Education:High School diploma or equivalent

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 SalesJob Family:Branch SalesTime Type:Full timeCiti is an equal opportunity and affirmative action employer.Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCPEEOSupplementFinalJRFQA508c.pdf) .View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeoaapolicy.pdf) .View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp%20EnglishformattedESQA508c.pdf)Effective November 1, 2021, Citi requires that all successful applicants must be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.Citi is an equal opportunity and affirmative action employer.

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