Entry-Level Personal Banker: Grow Relationships

Citigroup; New York (NY); Sur place; USD 61 000 - 86 000; Plein temps

Avantages offerts par ce poste

Medical benefits

401(k)

Paid time off

Résumé du poste

Citigroup in New York, NY is seeking an entry-level Personal Banker SAFE Act to support sales and service activities with the customer service team. The role focuses on building customer loyalty and increasing sales to individual clients.

Responsibilities include handling small business lending referrals, cross-selling treasury products, coaching staff, educating clients on digital channels, and ensuring compliance with Citigroup policies and risk controls.

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.

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 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, adhering to Policy, applying sound ethical judgment, and escalating, managing and reporting control issues with transparency.

Connaissances

Smart Banking tools

NMLS registration

Communication skills

Formation

Bachelor's Degree/University degree or equivalent experience

Description du poste

Citigroup in New York, NY is seeking an entry-level Personal Banker SAFE Act to support sales and service activities with the customer service team. The role focuses on building customer loyalty and increasing sales to individual clients.

Responsibilities include handling small business lending referrals, cross-selling treasury products, coaching staff, educating clients on digital channels, and ensuring compliance with Citigroup policies and risk controls.