Entry-Level Personal Banker: Grow Relationships & Sell

Citigroup Inc.; Manhasset (NY); On-site; USD 61,000 - 86,000; Full time

Job summary

Citigroup Inc. in Manhasset, NY is seeking an entry-level Personal Banker to support sales and service activities in coordination with the customer service team.

The goal is to foster customer relationships and drive loyalty while increasing sales to individual consumer clients. The role involves handling small business opportunities, cross-selling related products, coaching branch staff, and educating clients on services and digital channels.

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 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 the 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

Knowledge of Smart Banking tools and'

Education

Bachelor's Degree/University degree or equivalent experience

Job description

Citigroup Inc. in Manhasset, NY is seeking an entry-level Personal Banker to support sales and service activities in coordination with the customer service team.

The goal is to foster customer relationships and drive loyalty while increasing sales to individual consumer clients. The role involves handling small business opportunities, cross-selling related products, coaching branch staff, and educating clients on services and digital channels.