Entry-Level Personal Banker: Relationship Builder & Seller

Citigroup Inc.; New York (NY); Presencial; USD 61.000 - 86.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Descripción de la vacante

Citigroup Inc. in New York is seeking an entry-level Personal Banker SAFE Act to assist in sales, products and services with the customer service team.

The role aims to foster customer relationships and increase loyalty while helping grow sales to individual consumer clients. Responsibilities include handling small business referrals, coaching staff on products, and delivering excellent client experiences through cross-selling and cross-functional collaboration.

Formación

• 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.

Responsabilidades

• 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 sales plans for Book of Business customers.
• Deliver client services/outbound/inbound calls to acquire new relationships and deepen existing relationships through cross-sell of relevant products and services.
• Provide Tellers and branch staff with coaching and guidance on products and programs, identifying client needs, and referrals
• Recognize transaction needs of clients, educate on service and digital channels and leverage marketing tools to uncover opportunities and present product offers
• Understand and comply with Citibank policies, standards and procedures
• Assess risk in business decisions, safeguard Citigroup and assets, drive compliance, and escalate control issues with transparency.

Conocimientos

Customer service

Sales experience

Written & verbal communication

NMLS registration

Smart Banking tools

Educación

Bachelor's Degree/University degree

Herramientas

Smart Banking tools

Descripción del empleo

Citigroup Inc. in New York is seeking an entry-level Personal Banker SAFE Act to assist in sales, products and services with the customer service team.

The role aims to foster customer relationships and increase loyalty while helping grow sales to individual consumer clients. Responsibilities include handling small business referrals, coaching staff on products, and delivering excellent client experiences through cross-selling and cross-functional collaboration.