Job Details

Personal Banker SAFE Act- One California Branch- San Francisco (DeNovo)

  2025-08-29     Citi     San Francisco,CA  
Description:

Grow your assigned book of business by leveraging inbound and outbound interactions with new and existing clients to share the Citi value proposition, uncover stated and unstated client needs and transform service transactions into sales/referral opportunities. Deepen existing client relationships by investing time getting to know your clients, transforming these learnings into meaningful recommendations, and staying connected beyond the point of sale while delivering remarkable client experience. Represent Citibank as a brand ambassador, an expert on Citis products and their benefits and an educator on digital innovations. Leverage phone, e-mail, and video channels to perform regular customer outreach including outbound sales, follow ups on pending recommendations and services, and proactive check-ins; maximize the effectiveness of these calls through appropriate planning and prioritization. Cultivate relationships with partners, including Small Business, Home Lending and Personal We...Personal Banker, Banker, Business, Client Relations, Skills, Business Services, Sales


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