Entry-Level Personal Banker: Growth & Cross-Sell

Citigroup Inc.; Pasadena (CA); On-site; USD 58,000 - 81,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off

Wellness programs

Job summary

Citigroup Inc. in Pasadena, California is seeking an entry-level Personal Banker SAFE Act to support sales, products and service activities with the customer service team, building loyalty and helping increase sales to individual consumer clients.

Responsibilities include handling credit requests under $250K, cross-selling treasury products, coaching staff, educating clients on services and digital channels, and ensuring adherence to Citigroup policies while managing risk with integrity.

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 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 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, and escalating, managing and reporting control issues with transparency.

Skills

Smart Banking tools

Strong communication skills

Education

Bachelor's Degree/University degree or equivalent experience

Tools

NMLS registration

Job description

Citigroup Inc. in Pasadena, California is seeking an entry-level Personal Banker SAFE Act to support sales, products and service activities with the customer service team, building loyalty and helping increase sales to individual consumer clients.

Responsibilities include handling credit requests under $250K, cross-selling treasury products, coaching staff, educating clients on services and digital channels, and ensuring adherence to Citigroup policies while managing risk with integrity.