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Personal Banker SAFE Act, Silicon Valley Area, Officer
$61,280–$85,520 year
On-site · Palo Alto, California, United States or Los Altos, California, United States
Job Summary
Personal Banker SAFE Act role in Silicon Valley area focused on customer relationship-building and sales support. Responsibilities include assisting with small business lending opportunities under $250K, cross-selling treasury and related products, building referral opportunities via Centers of Influence and MGM, coaching branch staff on products and programs, educating clients on services and digital channels, and ensuring compliance with Citigroup policies and risk controls. Requires effective communication, ability to recognize client needs, and familiarity with banking practices and regulatory requirements. Education of a Bachelor's degree and NMLS/Safe Act compliance are noted prerequisites.
Required Qualifications
- Bachelor's Degree/University degree or equivalent experience
- 0-2 years of relevant experience
- NMLS registration; Safe Act compliant
- Knowledge of Smart Banking tools and technologies
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