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Citibank Jobs in San Ramon, CA (NOW HIRING)

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Citibank information

What is a Citibank job?

Citibank jobs refer to the various career opportunities available at Citibank, a global financial services company. These positions span a wide range of roles, including banking, finance, technology, customer service, risk management, and operations. Employees at Citibank work in areas such as retail banking, investment banking, wealth management, and corporate functions. The company offers roles for both entry-level candidates and experienced professionals. Working at Citibank often includes opportunities for career growth, professional development, and involvement in global projects.

What is the typical career progression at Citibank?

At Citibank, career progression often involves moving through well-defined paths within specific business units, such as retail banking, wealth management, or technology. The company supports professional growth through structured training programs, mentorship opportunities, and regular performance reviews. Employees are encouraged to participate in internal mobility programs, allowing them to explore different roles or departments to broaden their expertise and network. Citibank also invests in leadership development initiatives, helping high-potential employees prepare for management positions.

What are the key skills and qualifications needed to thrive as a Citibank employee?

To thrive as a Citibank employee, a solid background in finance, analytical skills, and a relevant degree such as finance, business, or economics are generally required. Familiarity with banking software, compliance systems, and certifications like Series 7 or CFA can be valuable depending on the specific role. Strong interpersonal skills, attention to detail, and adaptability set high performers apart in customer-facing and internal positions. These skills are essential for maintaining regulatory compliance, delivering excellent service, and adapting to the fast-paced financial environment.

What is the difference between Citibank vs Commercial Banker?

AspectCitibankCommercial Banker
CredentialsBachelor's degree, relevant banking certificationsBachelor's degree, banking or finance certifications often preferred
Work EnvironmentGlobal bank branches, corporate officesBank branches, corporate client offices
Employer & IndustryMajor international bank, financial servicesBanking sector, financial services
Search & Comparison IntentCustomer service, banking rolesBusiness banking, client management

Citibank and Commercial Bankers both operate within the banking industry, but Citibank is a large international financial institution offering a wide range of banking services, while Commercial Bankers typically focus on serving business clients with tailored financial solutions. Understanding these differences helps job seekers identify roles aligned with their skills and career goals.

What are the most commonly searched types of Citibank jobs in San Ramon, CA?

The most popular types of Citibank jobs in San Ramon, CA are:

What job categories do people searching Citibank jobs in San Ramon, CA look for?

The top searched job categories for Citibank jobs in San Ramon, CA are:

What cities near San Ramon, CA are hiring for Citibank jobs?

Cities near San Ramon, CA with the most Citibank job openings:

Citibank jobs near you
Infographic showing various Citibank job openings in San Ramon, CA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Wealth Relationship Manager SAFE Act

Citigroup, Inc.

San Jose, CA • On-site

$132/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 15 hours ago

Citibank rating

8.3

Company rating: 8.3 out of 10

Based on 177 frontline employees who took The Breakroom Quiz

39th of 171 rated banks

Job description

The Wealth Relationship Mgmt. (Branch) SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual.
Responsibilities:
  • Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.
  • Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
  • With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.
  • Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
  • Master referral opportunities to grow portfolio.
  • Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
  • Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
  • Organize client events to enhance client bonding.

  • Acquire new clients through converting referral leads
  • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
  • Ensure that KYC/AML and other compliance norms are strictly adhered.
  • Partner with all roles on branch team to ensure all clients have a positive in-branch experience.
  • Appropriately assess risk when business decisions are made, demonstrating 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.

Qualifications:
  • 5-8 years of experience.
  • Strong analytical and financial skills.
  • Strong verbal and written communication skills.
  • Organized with strong attention to details.
  • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred.
  • Basic understanding of investment and financial planning strategies preferred.
  • Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.
  • Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
    • Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
  • Insurance Group 1 required.
    • Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role.
  • 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 referring interested clients to Citibank for their mortgage needs, 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.

Education:
  • Bachelor's/University degree or equivalent experience

Job Family Group:
Private Client Coverage
Job Family:
Financial Planning Services
Time Type:
Full time
Primary Location:
San Jose California United States
Primary Location Full Time Salary Range:
$88 400,00 - $132 600,00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
ene 27, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.

What Citibank employees say

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Get the full story on Breakroom

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About Citigroup Inc

Sourced by ZipRecruiter

We live in an increasingly complex world. Companies these days are either born global or are going global at record speed. Business and geopolitics are forging an entirely new dynamic and consumers now expect financial services to be a seamless part of their digital lives. Citi is a bank that’s uniquely positioned for this moment. Through our vast global network and our on-the-ground expertise, we can connect the dots, anticipate change and empathize the needs of our clients and customers in ways that other banks simply cannot. Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We have set expectations for how we must act to bring our mission to life. These expectations are at the heart of our Leadership Principles – we take ownership, we deliver with pride and we succeed together.

Industry

Banking and credit intermediation

Company size

5,001 - 10,000 Employees

Headquarters location

New York City, NY, US

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