Full-Time
Personal Banker SAFE Act
Bilingual Preferred: Spanish
Confirmed live in the last 24 hours
Citigroup
10,001+ employees
Global financial services and banking solutions
Compensation Overview
$61.3k - $85.5kAnnually
Entry, Junior
San Jose, CA, USA
- 0-2 years of relevant experience
- 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
- 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 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
- 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.
Citigroup provides a variety of financial services to individuals, businesses, and governments around the world. Its offerings include consumer banking, credit services, corporate and investment banking, securities brokerage, and wealth management. The company operates in over 160 countries, allowing it to facilitate cross-border transactions and serve a diverse clientele. Citigroup's products work by leveraging its extensive global network and technology to provide efficient banking solutions, generating revenue through interest on loans, service fees, trading, and investment management. What sets Citigroup apart from its competitors is its strong focus on sustainability and social responsibility, as demonstrated by its investments in environmental, social, and governance (ESG) initiatives. The company's goal is to create a positive financial and social impact while ensuring growth and profitability.
Company Stage
IPO
Total Funding
$59.8M
Headquarters
New York City, New York
Founded
1812
6 month growth
↑ 12%1 year growth
↑ 12%2 year growth
↑ 1%
Simplify's Take
What believers are saying
- Citi's investment in Pylon enhances access to institutional-grade mortgage products.
- The €410 million investment in SeQura supports international market expansion.
- Citi strengthens SME lending with a £200 million debt funding package for iwoca.
What critics are saying
- Increased competition from fintechs like Pylon may lead to market cannibalization.
- SeQura's expansion may not meet expectations, affecting Citi's returns.
- Citi's large debt funding packages increase exposure to credit risk.
What makes Citigroup unique
- Citi operates in over 160 countries, offering a vast global network.
- The company integrates technological innovations for seamless banking solutions.
- Citi's commitment to ESG initiatives sets it apart in sustainability efforts.
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