Entry-Level Personal Banker: Grow Relationships & Drive Sales

Citigroup; Washington (District of Columbia); On-site; USD 58,000 - 81,000; Full time

Job summary

Citigroup's Personal Banker SAFE Act is an entry level role supporting sales, products and services within the customer service team in the Washington DC area. You will help build client relationships and drive loyalty while learning banking products.

Responsibilities include handling small business opportunities, cross-selling treasury and related products, coaching branch staff, and promoting digital channels. The position progresses with training and compliance to Citi policies.

Qualifications

• 0-2 years of relevant experience.
• Previous banking, retail, or sales experience preferred.
• Knowledge of Smart Banking tools and technologies.

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/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 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.

Skills

Customer service

Sales skills

Knowledge of Smart Banking tools

Education

Bachelor's Degree/University degree or equivalent experience

Tools

NMLS registration; Safe Act compliant

Job description

Citigroup's Personal Banker SAFE Act is an entry level role supporting sales, products and services within the customer service team in the Washington DC area. You will help build client relationships and drive loyalty while learning banking products.

Responsibilities include handling small business opportunities, cross-selling treasury and related products, coaching branch staff, and promoting digital channels. The position progresses with training and compliance to Citi policies.