Client Growth Personal Banker (Entry Level)

Citigroup Inc.; Norwalk (CT); On-site; USD 61,000 - 86,000; Full time

Job summary

Citigroup Inc. in Norwalk, CT is seeking an entry-level Personal Banker to assist in sales, service and product activities in collaboration with the customer service team.

The role aims to foster client relationships, build loyalty and help increase sales to individual consumer clients. You will work with customers on basic credit requests, cross-sell treasury and small business products, coach branch staff, educate customers on digital channels and align with Citi policies while managing risk

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.

Responsibilities

• Work with business credit requests under $250K; recognize/refer larger lending opportunities and cross-sell treasury and related small business products.
• Build referral opportunities through Centers of Influence (COIs) and the MGM Program.
• Assist in strategies to grow the small business client and implement sales plans to target Book of Business customers.
• Deliver client services/outbound/inbound calls to acquire new relationships and deepen existing ones through cross-sell of products and services.
• Provide Tellers and branch staff coaching on products and programs, identifying client needs and providing referrals.
• Educate clients on service and digital channels and leverage Citi tools to uncover opportunities and present financial solutions.
• Understand and comply with Citibank policies, standards and procedures; assess risk and escalate issues with transparency.

Skills

Sales experience

Communication skills

Education

Bachelor's Degree

Tools

Smart Banking tools

Job description

Citigroup Inc. in Norwalk, CT is seeking an entry-level Personal Banker to assist in sales, service and product activities in collaboration with the customer service team.

The role aims to foster client relationships, build loyalty and help increase sales to individual consumer clients. You will work with customers on basic credit requests, cross-sell treasury and small business products, coach branch staff, educate customers on digital channels and align with Citi policies while managing risk