Personal Banker SAFE Act, South San Francisco Branch, Officer
Citi · South San Francisco California United States, United States of America
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- Company
- Citi
- Location
- South San Francisco California United States, United States of America
- Posted
- September 15, 2026
About this job
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: 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 and implement appropriate sales plans to target Book of Business customers Deliver client services/outbound…
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