Entry-Level Personal Banker: Grow Relationships & Sell

Citi; Las Vegas (NV); On-site; USD 54,000 - 76,000; Full time

Job summary

Citi is seeking an entry-level Personal Banker under the SAFE Act to assist in sales and service activities with customers, in coordination with the customer service team. The role focuses on building loyalty and increasing sales to individual consumer clients from the Las Vegas market.

Responsibilities include handling small business credit referrals, cross-selling treasury products, coaching branch staff, and ensuring compliance with Citi policies while delivering excellent client experiences

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
• 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
• Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through cross-sell of relevant products and services
• 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
• Understand and comply with Citibank policies, standards and procedures
• Appropriately assess risk when business decisions are made, safeguarding Citi, its clients and assets, by driving compliance with applicable laws and regulations

Skills

Smart Banking tools and technologies

Education

Bachelor's Degree/University degree or equivalent experience

Job description

Citi is seeking an entry-level Personal Banker under the SAFE Act to assist in sales and service activities with customers, in coordination with the customer service team. The role focuses on building loyalty and increasing sales to individual consumer clients from the Las Vegas market.

Responsibilities include handling small business credit referrals, cross-selling treasury products, coaching branch staff, and ensuring compliance with Citi policies while delivering excellent client experiences