Entry-Level Personal Banker: Build Relationships & Cross-Sell

Citi; Boca Raton (FL); On-site; USD 51,000 - 71,000; Full time

Job summary

Citi's Personal Banker SAFE Act is an entry level role designed to assist in sales, product and service activities in coordination with the customer service team at the Boca Raton branch. The goal is to foster relationships, build loyalty, and help increase sales to individual consumer clients.

The position involves handling small business credit requests under $250K, cross-selling treasury and related products, growing the book of business, coaching branch staff, and ensuring compliance with

Qualifications

• 0-2 years of relevant experience.
• NMLS registration; Safe Act compliant.
• Consistently demonstrates 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 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

Communication skills

Smart Banking tools

Education

Bachelor's Degree/University degree or equivalent experience

Job description

Citi's Personal Banker SAFE Act is an entry level role designed to assist in sales, product and service activities in coordination with the customer service team at the Boca Raton branch. The goal is to foster relationships, build loyalty, and help increase sales to individual consumer clients.

The position involves handling small business credit requests under $250K, cross-selling treasury and related products, growing the book of business, coaching branch staff, and ensuring compliance with