Hiring: Personal Banker SAFE Act, Daly City Westlake Branch, Officer (Bilingual Preferred: Mandarin or Cantonese) Company: Citi Location: San Francisco, CA Job Posted Time: 2026-09-15 18:57:54 Employment Type: Full time Target Skills & Keywords: Personal Banking, Branch Sales, Consumer Sales, Retail Banking, Sales, Cross-Selling, Small Business Banking, Business Credit, Referral Business, Centers of Influence (COIs), Member Get Member (MGM), Client Services, Outbound Calls, Inbound Calls, Client Relationship Management, Digital Channels, Smart Banking Tools, NMLS Registration, SAFE Act Compliance, Risk Assessment, Regulatory Compliance, Coaching, Bilingual (Mandarin/Cantonese) Experience: - 0-2 years of relevant experience - Previous banking, retail, or sales experience preferred Required Skills: - 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 base and implement appropriate sales plans to target Book of Business customers - Deliver client services, outbound calls, and inbound calls to acquire new relationships and deepen existing relationships through cross-selling of relevant products and services - Provide Tellers and other branch staff with coaching and guidance on products, 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 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 consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets - Drive compliance with applicable laws, rules, and regulations, adhering to Policy and applying sound ethical judgment - Escalate, manage, and report control issues with transparency - Knowledge of Smart Banking tools and technologies - NMLS registration; SAFE Act compliant - Consistently demonstrates clear and concise written and verbal communication skills Qualifications: - Bachelor's Degree/University degree or equivalent experience - Bilingual preferred: Mandarin or Cantonese Compensation: - 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 - Competitive employee benefits including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs - Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don’t miss this opportunity to join a forward-thinking team!