Entry-Level Personal Banker: Build Relationships & Grow Sales

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

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability保险

Wellness programs

Paid time off

Job summary

Citi in Bronx, NY is seeking an entry-level Personal Banker SAFE Act to assist in sales and service activities in coordination with the customer service team. The role aims to build customer loyalty and increase sales to individual consumer clients.

Responsibilities include handling small business opportunities, cross-selling treasury products, coaching staff, and guiding clients through service and digital channels while ensuring compliance with Citi policies.

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 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 and inbound calls to acquire new relationships and deepen existing relationships through cross-sell of relevant products and services.
• Provide tellers and branch staff with coaching on products and programs, identifying client needs, and providing referrals.
• Educate clients on service and digital channels and leverage technology/ marketing tools to uncover opportunities and present product offers.

Skills

Smart Banking tools

Communication skills

NMLS registration

Compliance awareness

Education

Bachelor's Degree/University degree or equivalent experience

Job description

Citi in Bronx, NY is seeking an entry-level Personal Banker SAFE Act to assist in sales and service activities in coordination with the customer service team. The role aims to build customer loyalty and increase sales to individual consumer clients.

Responsibilities include handling small business opportunities, cross-selling treasury products, coaching staff, and guiding clients through service and digital channels while ensuring compliance with Citi policies.