Client Banking & Sales Advisor

Citigroup Inc.; New York (NY); On-site; USD 61,000 - 86,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Job summary

Citigroup Inc. in New York State is seeking an entry level Personal Banker SAFE Act to assist in sales and service activities in coordination with the customer service team. The role aims to foster customer loyalty and help increase sales to individual consumer clients.

The position emphasizes cross-selling treasury and related small business products, coaching branch staff, and adherence to Citigroup policies and risk controls.

Qualifications

• 0-2 years of relevant experience.
• Banking, retail, or sales experience preferred.
• Knowledge of Smart Banking tools and technologies.
• NMLS registration; Safe Act compliant.
• Clear and concise written and verbal communication skills.

Responsibilities

• Assist in executing sales and service activities with the customer service team.
• Develop referral opportunities through COIs and MGM program.
• Grow small business client relationships and implement sales plans.
• Deliver client services via outbound and inbound calls to deepen relationships.

Skills

Entry level experience

Sales experience

Smart Banking tools

NMLS registration

Clear communication

Education

Bachelor's Degree

Job description

Citigroup Inc. in New York State is seeking an entry level Personal Banker SAFE Act to assist in sales and service activities in coordination with the customer service team. The role aims to foster customer loyalty and help increase sales to individual consumer clients.

The position emphasizes cross-selling treasury and related small business products, coaching branch staff, and adherence to Citigroup policies and risk controls.