Entry-Level Personal Banker: Growth & Cross-Sell Pro

Citigroup Inc.; Los Angeles (CA); In loco; USD 58.000 - 81.000; Tempo pieno

Descrizione del lavoro

Citigroup Inc. in Northridge, CA is seeking an entry-level Personal Banker SAFE Act to assist in sales, service and product execution in coordination with the customer service team.

You will build relationships with individual consumer clients, cross-sell treasury and small business products, and support tellers with coaching and guidance. This role emphasizes compliance and delivering a standout client experience.

Competenze

• 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.

Mansioni

• 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 Member Get Member (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.

Conoscenze

Communication skills

Sales experience

Customer service

Formazione

Bachelor's Degree/University degree or equivalent experience

Strumenti

Smart Banking tools

Descrizione del lavoro

Citigroup Inc. in Northridge, CA is seeking an entry-level Personal Banker SAFE Act to assist in sales, service and product execution in coordination with the customer service team.

You will build relationships with individual consumer clients, cross-sell treasury and small business products, and support tellers with coaching and guidance. This role emphasizes compliance and delivering a standout client experience.