Entry-Level Personal Banker: Grow Client Relationships

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, disability insurance

Wellness programs

Job summary

Citi in Woodside, NY is seeking an entry-level Personal Banker SAFE Act to support sales and customer service activities. You will help foster customer loyalty and drive sales for consumer clients while coordinating with the service team.

Responsibilities include handling small business credit requests, cross-selling treasury products, building COI referrals, and coaching staff on products and programs. Strong communication and NMLS compliance are required.

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 Citi and assets by ensuring compliance and ethical conduct.

Skills

0-2 years of experience

Knowledge of Smart Banking tools

Clear written & verbal communication

NMLS registration

Education

Bachelor's Degree

Job description

Citi in Woodside, NY is seeking an entry-level Personal Banker SAFE Act to support sales and customer service activities. You will help foster customer loyalty and drive sales for consumer clients while coordinating with the service team.

Responsibilities include handling small business credit requests, cross-selling treasury products, building COI referrals, and coaching staff on products and programs. Strong communication and NMLS compliance are required.