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

Citi; Washington (District of Columbia); Vor Ort; USD 58.000 - 81.000; Vollzeit

Zusammenfassung

Citi in Washington, DC is hiring an entry-level Personal Banker SAFE Act to assist in executing sales, products, and services in coordination with the customer service team. The role aims to foster customer relationships, build loyalty, and help increase sales to individual consumer clients.

You will work on small business opportunities, cross-sell treasury and related products, and provide coaching to branch staff to enhance customer experience.

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.
• Consistently demonstrates clear and concise written and verbal communication skills.

Aufgaben

• 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 sales plans to target Book of Business customers
• Deliver client services/outbound/inbound calls to acquire new relationships and deepen existing relationships through cross-sell of products and services
• Provide Tellers and other branch staff with coaching and guidance on products and programs, identifying client needs and referrals
• Recognize transaction needs of clients, educate on service and digital channels and leverage marketing tools
• Understand and comply with Citibank policies, standards and procedures
• Assess risk in business decisions and ensure compliance with laws and regulations, protect Citi's reputation and assets

Kenntnisse

Communication skills

Sales

Ausbildung

Bachelor's Degree/University degree or equivalent experience

Tools

Smart Banking tools

Jobbeschreibung

Citi in Washington, DC is hiring an entry-level Personal Banker SAFE Act to assist in executing sales, products, and services in coordination with the customer service team. The role aims to foster customer relationships, build loyalty, and help increase sales to individual consumer clients.

You will work on small business opportunities, cross-sell treasury and related products, and provide coaching to branch staff to enhance customer experience.