Entry-Level Personal Banker: Build Relationships & Grow Sales

Citi; Florida; In loco; USD 51.000 - 71.000; Tempo pieno

Descrizione del lavoro

Citi's Personal Banker SAFE Act is an entry-level role supporting sales and service activities in coordination with the customer service team. The goal is to build loyalty with individual consumer clients and help grow Citi's core banking relationships.

The position involves handling basic business lending opportunities, cross-selling treasury and related products, and delivering excellent client experiences while ensuring compliance with Citigroup policies.

Competenze

• 0-2 years of relevant experience
• Bachelor's Degree/University degree or equivalent experience
• Knowledge of Smart Banking tools and technologies
• NMLS registration; Safe Act compliant
• Consistently demonstrates clear and concise written and verbal communication skills

Mansioni

• 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 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 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, safeguarding Citigroup, its clients and assets by driving compliance with applicable laws and regulations

Conoscenze

Communication skills

Retail banking experience

Sales skills

Formazione

Bachelor's Degree

Strumenti

Smart Banking tools

Descrizione del lavoro

Citi's Personal Banker SAFE Act is an entry-level role supporting sales and service activities in coordination with the customer service team. The goal is to build loyalty with individual consumer clients and help grow Citi's core banking relationships.

The position involves handling basic business lending opportunities, cross-selling treasury and related products, and delivering excellent client experiences while ensuring compliance with Citigroup policies.