SanFranRecruiter Since 2001
the smart solution for San Francisco jobs

Personal Banker- Castro Branch- San Francisco

Company: Citi
Location: San Rafael
Posted on: November 20, 2019

Job Description:

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.-------------------------------------------------Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - US------------------------------------------------------Time Type :Full time------------------------------------------------------Citi is an equal opportunity and affirmative action employer.
        Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.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 CLICK HERE.To view the "EEO is the Law" poster CLICK HERE. To view the EEO is the Law Supplement CLICK HERE.
        To view the EEO Policy Statement CLICK HERE.
        To view the Pay Transparency Posting CLICK HERE.

Keywords: Citi, San Francisco , Personal Banker- Castro Branch- San Francisco, Other , San Rafael, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Telemetry - TELE RN - Travel (San Rafael)
Description: Registered Nurse.
Company: HealthCare Traveler Jobs
Location: San Rafael
Posted on: 12/11/2019

Pediatric Intensive Care - PICU RN - Travel (San Rafael)
Description: Registered Nurse.
Company: HealthCare Traveler Jobs
Location: San Rafael
Posted on: 12/11/2019

Emergency Department - ED/ER RN - Travel (San Rafael)
Description: Registered Nurse. Travel
Company: HealthCare Traveler Jobs
Location: San Rafael
Posted on: 12/11/2019


Professional House Cleaner
Description: Do you constantly look for opportunity to go beyond expectations Does your reliability and can-do attitude shine in a team environment It's these kind of people who make The Maids a great place to work (more...)
Company: The Maids of the North Bay
Location: San Rafael
Posted on: 12/11/2019

Coronary Care Unit - CCU RN - Travel (San Rafael)
Description: Registered Nurse. Travel
Company: HealthCare Traveler Jobs
Location: San Rafael
Posted on: 12/11/2019

Cardiac Cath Lab - RN - Travel (San Rafael)
Description: Registered Nurse.
Company: HealthCare Traveler Jobs
Location: San Rafael
Posted on: 12/11/2019

Backend Engineer
Description: Join Hired and find your dream job as a Backend Engineer at one of 10,000 companies looking for candidates just like you. Companies on Hired apply to you, not the other way around. You'll receive salary (more...)
Company: HIRED
Location: San Rafael
Posted on: 12/11/2019

CDL-A or B Local Truck Driver - Dedicated Home Daily
Description: CDL-A or B Local Truck Driver - Dedicated Home Daily Your Miles Take You Further On Local Runs With Hub Group At Hub Group, we believe in employing the best drivers on the road, and we do so
Company: Hub Group Trucking
Location: San Rafael
Posted on: 12/11/2019

Amazon Warehouse Worker
Description: br br Warehouse Team Member Seasonal, Part-Time, Flexible Hours br br Shifts: br Over-night, Early Morning, Day, Evening, Weekend br br SUN/MON/TUE 07:00 AM-03:00PM br SUN/MON/TUE 8:00PM-04:00AM (more...)
Company: Amazon Workforce Staffing
Location: San Rafael
Posted on: 12/11/2019

Burn Unit - ICU - RN - Travel (San Rafael)
Description: Registered Nurse. Travel
Company: HealthCare Traveler Jobs
Location: San Rafael
Posted on: 12/11/2019

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

San Francisco RSS job feeds