Entry-Level Personal Banker: Grow Client Relationships

Citi; Mill Valley (CA); 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 packages

Job summary

Citi in Mill Valley, CA is seeking an entry-level Personal Banker SAFE Act to support sales and service activities with the customer service team. You will help build customer loyalty and grow sales with individual consumer clients, while collaborating with branch staff.

You will engage in outbound and inbound calls, cross-sell Treasury and small business products, develop referral opportunities, and ensure compliance with Citigroup 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 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, rules and regulations, and escalating issues with transparency

Skills

Sales experience

Smart Banking tools

Education

Bachelor's Degree

Job description

Citi in Mill Valley, CA is seeking an entry-level Personal Banker SAFE Act to support sales and service activities with the customer service team. You will help build customer loyalty and grow sales with individual consumer clients, while collaborating with branch staff.

You will engage in outbound and inbound calls, cross-sell Treasury and small business products, develop referral opportunities, and ensure compliance with Citigroup policies.