Entry-Level Personal Banker: Grow Relationships & Sales

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

Résumé du poste

Citigroup Inc. in Bronx, NY seeks an entry-level Personal Banker to support sales and service activities with the customer service team, fostering loyalty and growing sales to individual consumer clients.

Responsibilities include handling small business loan referrals under $250K, cross-selling treasury products, and building referrals through COIs and MGM programs. You’ll coach staff and promote use of digital channels to enhance client experiences.

Qualifications

• 0-2 years of relevant experience.
• NMLS registration; Safe Act compliant.
• Strong written and verbal communication skills.
• Knowledge of Smart Banking tools and technologies.

Responsabilités

• Work with loan requests under $250K and refer larger opportunities.
• Cross-sell treasury and related small business products.
• Build referral opportunities through COIs and MGM program.
• Deliver client services via outbound/inbound calls to grow relationships.
• Coach tellers and branch staff on products and programs and provide referrals.
• Educate clients on service options and digital channels; present financial solutions.
• Ensure compliance with Citi policies and risk controls.

Connaissances

Smart Banking tools

Communication skills

NMLS registration

Formation

Bachelor's Degree

Description du poste

Citigroup Inc. in Bronx, NY seeks an entry-level Personal Banker to support sales and service activities with the customer service team, fostering loyalty and growing sales to individual consumer clients.

Responsibilities include handling small business loan referrals under $250K, cross-selling treasury products, and building referrals through COIs and MGM programs. You’ll coach staff and promote use of digital channels to enhance client experiences.