Entry-Level Personal Banker: Grow Relationships & Cross-Sell

Citigroup Inc.; City of Rye (NY); On-site; USD 61,000 - 86,000; Full time

Job summary

Citigroup Inc. in Rye, New York is seeking an entry-level Personal Banker SAFE Act to assist in sales and service activities with the customer service team, building loyalty and increasing sales to individual consumer clients.

Responsibilities include handling small business referrals, cross-selling treasury products, delivering client services via calls, coaching branch staff, and ensuring compliance with Citigroup policies and applicable regulations.

Qualifications

• Bachelor's degree or equivalent experience.
• Knowledge of Smart Banking tools and technologies.
• NMLS registration; Safe Act compliant.
• 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 sales plans
• Deliver client services/outbound/inbound calls to acquire new relationships and deepen existing relationships through cross-sell
• Provide coaching and guidance to Teller and branch staff on products and referrals
• Educate clients on service and digital channels and present product offers/financial solutions
• Understand and comply with Citibank policies, standards and procedures
• Assess risk and ensure compliance with laws and regulations

Skills

Smart Banking tools

Communication skills

Education

Bachelor's Degree/University degree or equivalent experience

Tools

NMLS registration

Job description

Citigroup Inc. in Rye, New York is seeking an entry-level Personal Banker SAFE Act to assist in sales and service activities with the customer service team, building loyalty and increasing sales to individual consumer clients.

Responsibilities include handling small business referrals, cross-selling treasury products, delivering client services via calls, coaching branch staff, and ensuring compliance with Citigroup policies and applicable regulations.