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

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

Job summary

Citi in Norwalk, Connecticut is seeking an entry-level Personal Banker to support Sales, Products and Services within the branch team. You will help build customer loyalty and drive sales to individual consumer clients.

The role emphasizes cross-selling, coaching staff, and risk-aware decision making in line with Citi policies while educating clients on digital channels and presenting financial solutions.

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, refer larger lending opportunities and cross-sell treasury products.
• Build referral opportunities through Centers of Influence (COIs) and MGM program.
• Grow small business client relationships and implement sales plans for Book of Business customers.
• Deliver client services via outbound/inbound calls to acquire and deepen relationships with cross-sold products.
• Coach branch staff on products and programs and provide referrals.

Skills

Customer service

Sales skills

Communication skills

Smart Banking tools

Education

Bachelor's Degree/University degree

Tools

NMLS registration

Job description

Citi in Norwalk, Connecticut is seeking an entry-level Personal Banker to support Sales, Products and Services within the branch team. You will help build customer loyalty and drive sales to individual consumer clients.

The role emphasizes cross-selling, coaching staff, and risk-aware decision making in line with Citi policies while educating clients on digital channels and presenting financial solutions.