Entry-Level Personal Banker: Grow Relationships & Drive Sales

Citi; New York (NY); On-site; USD 61,000 - 86,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k)

Life, accident & disability insurance

Wellness program & PTO

Job summary

Citi is seeking an entry-level Personal Banker in Larchmont, NY to support sales, products and service activities with the customer service team. The goal is to foster client relationships, grow loyalty, and increase sales to consumer clients.

You will assist in small business referral strategies, handle client inquiries, coach branch staff, promote digital channels, and ensure compliance with Citi policies and risk controls. This is a full-time, on-site role in New York.

Qualifications

• 0-2 years of relevant experience.
• 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 under $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, demonstrating consideration for the firm's reputation and 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.

Skills

Communication skills

Sales experience

Smart Banking tools

NMLS registration

Education

Bachelor's Degree/University degree or equivalent experience

Job description

Citi is seeking an entry-level Personal Banker in Larchmont, NY to support sales, products and service activities with the customer service team. The goal is to foster client relationships, grow loyalty, and increase sales to consumer clients.

You will assist in small business referral strategies, handle client inquiries, coach branch staff, promote digital channels, and ensure compliance with Citi policies and risk controls. This is a full-time, on-site role in New York.