Entry-Level Personal Banker: Client Growth & Cross-Sell

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

Job summary

Citi in New York seeks an entry-level Personal Banker to support sales, products, and service activities with the customer service team. The role focuses on building loyalty and increasing sales to individual clients.

You will help grow small business client relationships, refer larger lending opportunities, and cross-sell treasury products, all while delivering an exceptional client experience and adhering to Citi policies.

Qualifications

• 0–2 years of relevant experience.
• Banking, retail, or sales experience preferred.
• NMLS registration; Safe Act compliant.
• Excellent written and verbal communication skills.

Responsibilities

• Work with business credit requests < $250K; refer larger lending opportunities and cross-sell treasury products.
• Build referral opportunities through Centers of Influence (COIs) and MGM program.
• Assist in strategies to grow small business client relationships and implement sales plans.
• Deliver client services and calls to acquire new relationships and deepen existing ones.

Skills

Customer service

Sales mindset

Communication skills

Team collaboration

Education

Bachelor's Degree

Tools

Smart Banking tools

Job description

Citi in New York seeks an entry-level Personal Banker to support sales, products, and service activities with the customer service team. The role focuses on building loyalty and increasing sales to individual clients.

You will help grow small business client relationships, refer larger lending opportunities, and cross-sell treasury products, all while delivering an exceptional client experience and adhering to Citi policies.