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Entry Level Personal Banker Jobs in California (NOW HIRING)

Citi

Personal Banker SAFE Act, Camden Branch

San Jose, CA · On-site

$61K - $85K/yr

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The ...

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How much do entry level personal banker jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for entry level personal banker in California is $20.75, according to ZipRecruiter salary data. Most workers in this role earn between $17.93 and $22.45 per hour, depending on experience, location, and employer.

What does an entry level personal banker do?

An entry level personal banker assists customers with their banking needs, such as opening new accounts, processing transactions, and providing information about products and services. They often help clients understand their financial options, resolve account issues, and promote bank offerings like loans or credit cards. Personal bankers also play a role in building customer relationships and ensuring clients have a positive experience at the bank. This position serves as a starting point for a career in banking and offers opportunities for professional growth.

What are some common challenges faced by entry level personal bankers, and how can they be overcome?

Entry level personal bankers often face challenges such as building trust with new clients, managing a steep learning curve for banking products, and meeting sales or referral targets. To overcome these challenges, it's important to actively seek mentorship from experienced colleagues, participate in ongoing training, and ask questions whenever uncertain. Developing strong communication skills and a genuine interest in helping clients achieve their financial goals can also make it easier to create lasting relationships and meet performance expectations.

What are the key skills and qualifications needed to thrive as an entry level personal banker, and why are they important?

To thrive as an Entry Level Personal Banker, you need foundational knowledge of banking products, basic financial principles, and typically a high school diploma or bachelor’s degree in finance or a related field. Familiarity with banking software, CRM systems, and cash handling procedures is often required. Strong interpersonal skills, attention to detail, and problem-solving abilities help you effectively serve customers and build trust. These skills ensure accurate transactions, compliance with regulations, and the development of positive client relationships essential to success in retail banking.

What is the difference between Entry Level Personal Banker vs Customer Service Representative?

AspectEntry Level Personal BankerCustomer Service Representative
Required CredentialsHigh school diploma; some roles may prefer banking certificationsHigh school diploma; customer service experience
Work EnvironmentBank branches, financial institutionsCall centers, retail stores, service desks
Employer & Industry UsageFinancial services, banking industryRetail, telecommunications, service industries
Common Search & ComparisonYesYes

Entry Level Personal Bankers primarily work in banks, focusing on financial transactions, account management, and sales of banking products. Customer Service Representatives work across various industries, handling customer inquiries and support. While both roles require strong communication skills and a high school diploma, Entry Level Personal Bankers often need some knowledge of banking products, making them more specialized within the financial sector.

What qualifications do I need to be an entry level personal banker?

Entry level personal bankers typically need a high school diploma or equivalent. Customer service skills, basic math knowledge, and familiarity with banking products are important; some employers may prefer prior experience or relevant certifications such as a financial services certification.

What are the most commonly searched types of Personal Banker jobs in California?

The most popular types of Personal Banker jobs in California are:

What are popular job titles related to Entry Level Personal Banker jobs in California?

For Entry Level Personal Banker jobs in California, the most frequently searched job titles are:

What job categories do people searching Entry Level Personal Banker jobs in California look for?

The top searched job categories for Entry Level Personal Banker jobs in California are:

What cities in California are hiring for Entry Level Personal Banker jobs?

Cities in California with the most Entry Level Personal Banker job openings:

Entry Level Personal Banker jobs near you
Infographic showing various Entry Level Personal Banker job openings in California as of August 2026, with employment types broken down into 86% Full Time, and 14% Part Time. Highlights an 96% In-person, and 4% Remote job distribution, with an average salary of $43,161 per year, or $20.8 per hour.

Personal Banker SAFE Act, Camden Branch

Citigroup, Inc.

San Jose, CA • On-site

$61K - $85K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 22 days ago

Citibank rating

8.4

Company rating: 8.4 out of 10

Based on 179 frontline employees who took The Breakroom Quiz

38th of 173 rated banks

Job description

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.
Responsibilities:
  • Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products
  • Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program
  • Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers
  • Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience
  • Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
  • Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions
  • Understand and comply with Citibank policies, standards and procedures
  • Appropriately assess risk when business decisions are made, demonstrating particular 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:
  • 0-2 years of relevant experience
  • Previous banking, retail, or sales experience preferred
  • Knowledge of Smart Banking tools and technologies
  • NMLS registration; Safe Act compliant
  • Consistently demonstrates clear and concise written and verbal communication skills

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

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Good Faith Schedule- subject to change based on business needs:
Week 1- Monday thru Friday 8:30- 5:30
Week 2- Mon, Tues, Thurs, Fri 8:30-5:30pm Wed 1:30pm- 5:30, Sat 9:30pm-2:30pm
Job Family Group:
Consumer Sales
Job Family:
Branch Sales
Time Type:
Full time
Primary Location:
San Jose California United States
Primary Location Full Time Salary Range:
$61,280.00 - $85,520.00
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:
Jun 18, 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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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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