Entry-Level Personal Banker — Build Relationships & Drive Sales

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

Job summary

Citi invites applications for an entry-level Personal Banker role in Bronx, NY. You will assist in executing sales, delivering client services, and cultivating relationships with consumer clients through cross-selling bank products and services.

Collaborate with tellers and staff, drive referrals through COIs, MGM, and digital channels while adhering to Citi policies and risk controls.

Qualifications

• Bachelor's degree required.
• 0-2 years of relevant experience.
• NMLS registration and Safe Act compliant.
• Clear and concise written and verbal communication skills.

Responsibilities

• Work with customer service team to execute sales, products or services.
• Grow referral business through COIs and MGM program.
• Assist in strategies to grow small business clients and implement sales plans.
• Deliver client services via outbound and inbound calls to acquire new relationships and cross-sell products.
• Coach branch staff on products and programs, identify client needs and referrals.
• Educate clients on service and digital channels and present product offers/solutions.
• Ensure compliance with Citibank policies and risk management.

Skills

Customer service

Written and verbal communication

Smart Banking tools

Education

Bachelor's Degree/University degree or equivalent experience

Tools

NMLS registration

Safe Act compliant

Job description

Citi invites applications for an entry-level Personal Banker role in Bronx, NY. You will assist in executing sales, delivering client services, and cultivating relationships with consumer clients through cross-selling bank products and services.

Collaborate with tellers and staff, drive referrals through COIs, MGM, and digital channels while adhering to Citi policies and risk controls.