Entry-Level Personal Banker: Grow Relationships & Sales

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

Job summary

Citi in New York seeks an entry-level Personal Banker SAFE Act to support sales and service activities with the customer service team. The role focuses on fostering client relationships to build loyalty and help grow sales to individual consumer clients.

You will grow small business referrals, assist in developing targeted sales plans, and deliver excellent service via outbound/inbound calls while ensuring compliance with Citibank policies and regulatory requirements.

Qualifications

• 0-2 years of relevant experience.
• Previous 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.

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 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 available 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 particular 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 regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Skills

Excellent communication

Customer service experience

Sales mindset

Education

Bachelor's Degree/University degree or equivalent experience

NMLS registration; Safe Act compliant

Tools

Smart Banking tools

Job description

Citi in New York seeks an entry-level Personal Banker SAFE Act to support sales and service activities with the customer service team. The role focuses on fostering client relationships to build loyalty and help grow sales to individual consumer clients.

You will grow small business referrals, assist in developing targeted sales plans, and deliver excellent service via outbound/inbound calls while ensuring compliance with Citibank policies and regulatory requirements.