Entry-Level Banking Advisor – Sales & Service

Citi; New York (NY); On-site; USD 61,280 - 85,520; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k)

Paid time off

Job summary

Citi is seeking an entry level Personal Banker for the Manhattan area to assist in sales and service activities with the customer service team. You will foster customer relationships and help increase sales to individual consumer clients while working on-site in New York.

The role involves handling customer inquiries, cross-selling products, and coaching branch staff. A Bachelor’s degree is preferred and NMLS registration is required; Safe Act compliant.

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
• Clear and concise written and verbal communication skills

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.

Skills

Written and verbal communication

Smart Banking tools

Education

Bachelor's Degree/University degree or equivalent experience

Job description

Citi is seeking an entry level Personal Banker for the Manhattan area to assist in sales and service activities with the customer service team. You will foster customer relationships and help increase sales to individual consumer clients while working on-site in New York.

The role involves handling customer inquiries, cross-selling products, and coaching branch staff. A Bachelor’s degree is preferred and NMLS registration is required; Safe Act compliant.