Entry-Level Personal Banker: Grow Client Relationships

Citigroup Inc.; Santa Monica (CA); Sur place; USD 58 000 - 81 000; Plein temps

Résumé du poste

Citigroup Inc. in Santa Monica, CA is seeking an entry-level Personal Banker SAFE Act to support sales and service activities. You will work with customer service teams, help build client loyalty, and assist in growing relationships with consumer clients.

The role emphasizes small business cross-selling, COIs, MGM referrals, and using Citi tools to deliver excellent client experiences while ensuring regulatory compliance. Salary range is stated annually in the posting.

Qualifications

• 0-2 years of relevant experience
• Banking, retail or sales experience preferred
• Knowledge of Smart Banking tools and technologies
• NMLS registration; Safe Act compliant
• Clear and concise written and verbal communication skills

Responsabilités

• 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 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-selling products and services
• Provide Tellers and other branch staff with coaching on products and programs, identifying client needs and referrals
• Educate clients on service channels and leverage technology/marketing tools to uncover opportunities and present financial solutions
• Understand and comply with Citibank policies, standards and procedures
• Assess risk in business decisions, uphold the firm’s reputation, and escalate/report control issues with transparency

Connaissances

Communication skills

Customer service

Sales experience

Formation

Bachelor's Degree

NMLS registration

Outils

Smart Banking tools

Description du poste

Citigroup Inc. in Santa Monica, CA is seeking an entry-level Personal Banker SAFE Act to support sales and service activities. You will work with customer service teams, help build client loyalty, and assist in growing relationships with consumer clients.

The role emphasizes small business cross-selling, COIs, MGM referrals, and using Citi tools to deliver excellent client experiences while ensuring regulatory compliance. Salary range is stated annually in the posting.