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Career Opportunity

Area Banker – West San Francisco Area - West Portal Branch

  • Primary Location: United States,California,San Francisco
  • Education: High School Diploma/GED
  • Job Function: Sales
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: Yes, 10 % of the Time
  • Job ID: 19026261


Position Summary:

The Area Banker delivers best-in-class customer service to maximize relationship building opportunities through branch sales and service execution.The individual is assigned to a home-based branch location and works in multiple branches within a defined area. The Area Banker travels to the locations within the defined area and has the ability to operate either as a Teller or Personal Banker, based on the needs of the business.Travel may be required up to 100% of the time and notice of branch location, often times, will occur on the day of and prior to the start of the business day.The Area Banker assimilates quickly and efficiently in each assigned location and demonstrates a strong functional knowledge of both positions.The Area Banker works harmoniously with multiple teams and takes complete ownership of all sales and service opportunities.

Position Responsibilities:

  • Take full ownership of clients’ problems and ensure complete client satisfaction with resolution
  • Recognize transaction needs of clients, direct them to the alternative self-service channels and provide assistance with self-service as needed
  • Educate clients on self-service capabilities and encourage use of digital service channels (e.g. Citibank Online, ATM, Teller Assist Unit, if applicable, etc.)
  • Facilitate the execution offinancial transactions in accordance with bank policies and procedures
  • Execute integrated sales, relationship, and credit strategies that are aligned with the branch's business plan
  • Conduct discussions with prospects to understand background and identify needs; clearly communicate potential solutions
  • Perform calling activities including proactive outbound sales as well as follow-up
  • Use the various marketing tools available in the branch to present product offers and financial solutions to existing and potential clients
  • Exercises ownership and ensure all follow-up items are complete or handled off to the appropriate individual(s) and work harmoniously with multiple teams
  • Proactively identify and address client sales and service needs; appropriately convert service requests into sales or referrals
  • Connect clients to the appropriate partners as necessary (e.g. leverage video conference for Financial Advisor, Mortgage Specialist, etc.)
  • Provide feedback to management on ways to enhance sales processes and service delivery
  • Understand and comply with Citibank policies, standards and procedures to ensure the security of the bank’s and clients’ assets
  • Adheres to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
  • Travel may be required up to 100% of the time
  • Hours are Monday - Friday, 9:00 a.m. - 5:30 p.m., which may be subject to change based on business needs. 



    High School Diploma/GED (Bachelor degree preferred)


    Demonstrated ability to identify client needs in order to close appropriate sales and deepen relationships in a fast-paced environment

    Ability to partner with clients on service needs and enhance the relationship through effective resolution

    Results-oriented; self-starter, versatile

    Excellent verbal and written communication skills

    Ability to engage with and influence others

    Ability to think creatively to solve problems

    Product/service knowledge; expertise in articulating product/service information to clients

    High degree of precision: Ability to efficiently and accurately process multiple and large transactions

    Strong financial/business acumen

    Organized; ability to manage time effectively and to multitask

    High School Diploma/GED (Bachelor degree preferred)

    2-3 years banking, retail other related direct sales and service experience

    NMLS registration; Safe Act compliant

    State Notary License or ability to obtain (strongly preferred)

    This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.