Entry-Level Banking Advisor: Grow Relationships & Cross-Sell

Citigroup Inc.; New York (NY); Vor Ort; USD 61.000 - 86.000; Vollzeit

Benefits dieser Stelle

Medical, dental & vision coverage

401(k) retirement plan

Life, accident & disability insurance

Wellness programs

Paid time off

Zusammenfassung

Citigroup Inc. is seeking an entry-level Personal Banker in New York to support sales, products, and service activities with the customer service team.

The role aims to foster customer relationships, grow loyalty, and increase sales to individual consumer clients while providing excellent client experience across channels. Responsibilities include handling small business credit referrals, coaching staff on products, and ensuring adherence to Citigroup policies and risk controls.

Qualifikationen

• 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.
• Clearly communicates in written and spoken English.

Aufgaben

• Work with business credit requests under $250K and refer larger lending opportunities.
• Build referral opportunities through COIs and MGM program.
• Grow the small business client base with targeted sales plans.
• Deliver client services and outbound/inbound calls to acquire and deepen relationships.
• Coach branch staff on products and programs and provide referrals.
• Educate clients on service channels and present financial solutions.
• Assess risk and ensure compliance with Citigroup policies and regulations.

Kenntnisse

Clear communication

Banking sales

Customer service

Smart Banking tools

NMLS registration

SAFE Act compliance

Ausbildung

Bachelor's Degree/University degree or equivalent experience

Jobbeschreibung

Citigroup Inc. is seeking an entry-level Personal Banker in New York to support sales, products, and service activities with the customer service team.

The role aims to foster customer relationships, grow loyalty, and increase sales to individual consumer clients while providing excellent client experience across channels. Responsibilities include handling small business credit referrals, coaching staff on products, and ensuring adherence to Citigroup policies and risk controls.