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Entry Level Personal Banker Jobs (NOW HIRING)

Citigroup, Inc.

NY · On-site

$61.28K - $85.52K/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 Jun 1, 2026, the average hourly pay for entry level personal banker in the United States is $20.80, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $22.60 per hour, depending on experience, location, and employer.

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 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 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 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.

More about Entry Level Personal Banker jobs
What cities are hiring for Entry Level Personal Banker jobs? Cities with the most Entry Level Personal Banker job openings:
What are the most commonly searched types of Personal Banker jobs? The most popular types of Personal Banker jobs are:
What states have the most Entry Level Personal Banker jobs? States with the most job openings for Entry Level Personal Banker jobs include:
What job categories do people searching Entry Level Personal Banker jobs look for? The top searched job categories for Entry Level Personal Banker jobs are:
Entry Level Personal Banker jobs near you
Infographic showing various Entry Level Personal Banker job openings in the United States as of May 2026, with employment types broken down into 81% Full Time, and 19% Part Time. Highlights an 67% Physical, and 33% Remote job distribution, with an average salary of $43,255 per year, or $20.8 per hour.
Personal Banker SAFE Act- Downtown San Francisco Area

Personal Banker SAFE Act- Downtown San Francisco Area

Citigroup, Inc.

San Francisco, CA • On-site

$61.28K - $85.52K/yr

Full-time

Posted 19 days ago

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.
Job Family Group:
Consumer Sales
Job Family:
Branch Sales
Time Type:
Primary Location:
San Francisco California United States
Primary Location Salary Range:
$61,280.00 - $85,520.00
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. 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 the "EEO is the Law" poster. View the EEO is the Law Supplement.
View the EEO Policy Statement.
View the Pay Transparency Posting

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