Entry-Level Personal Banker: Build Relationships & Grow Sales

Citi; Norwalk (CT); On-site; USD 61,000 - 86,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off

Job summary

Citi is seeking an entry-level Personal Banker SAFE Act in Norwalk, CT, responsible for assisting in sales, products, and service activities with the customer service team. The role focuses on building customer loyalty, growing relationships, and referring opportunities within Citi's banking products.

Responsibilities include handling small business lending referrals, coaching branch staff, and ensuring compliance with Citibank policies while delivering excellent client experience.

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 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

Education

Bachelor's Degree/University degree or equivalent experience

Tools

Smart Banking tools and technologies

NMLS registration

Job description

Citi is seeking an entry-level Personal Banker SAFE Act in Norwalk, CT, responsible for assisting in sales, products, and service activities with the customer service team. The role focuses on building customer loyalty, growing relationships, and referring opportunities within Citi's banking products.

Responsibilities include handling small business lending referrals, coaching branch staff, and ensuring compliance with Citibank policies while delivering excellent client experience.