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Personal Banker SAFE Act , One California Branch

Company

Citigroup

Location

San Francisco, United States

Type

Full-time

The De Novo Personal Banker SAFE Act is responsible for proactively acquiring, expanding and retaining relationships, growing their book of business and ensuring a world-class customer experience for all current and prospective clients. The overall objective of this role is to support business growth in a newly opened Branch, connect with the local community and foster relationships with clients through in person, phone, and video engagement to build client satisfaction and loyalty, increase sales, deepen relationships and drive increased engagement with Citi products and services. This role is responsible for the execution of sales and service activities in coordination with key internal partners.

**Responsibilities:**

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 oppor...

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