Personal Banker SAFE Act, Encinitas Branch, Officer

Citi - Encinitas, CA

Hiring: Personal Banker SAFE Act, Encinitas Branch, Officer Company: Citi Location: Encinitas, CA Job Posted Time: 2026-09-16 18:44:57 Employment Type: Full-time Target Skills & Keywords : AI About the job Experience: •0-2 years of relevant experience •2 years of relevant experience Required Skills: •Interface directly 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 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 •Please see the requirements listed above. Qualifications: •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 •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. Compensation: •$58,190 - $81,210 / year 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!