Entry-Level Personal Banker – SAFE Act

Citi; New York (NY); Vor Ort; USD 61.000 - 86.000; Vollzeit

Benefits dieser Stelle

Medical, dental & vision

401(k)

Life, accident, and disability

Wellness programs

Paid time off

Vacation and holidays

Zusammenfassung

Citi in New York (Holbrook) is seeking an entry-level Personal Banker SAFE Act to assist in sales and service activities with the customer service team. The goal is to foster relationships with customers to build loyalty and help increase sales to individual consumer clients.

Responsibilities include handling small business credit requests under 250K, cross-selling treasury products, building COI/MGM referral networks, coaching branch staff, and ensuring compliance with Citibank policies and

Qualifikationen

• 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.

Aufgaben

• 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/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 on products and programs, identifying client needs and referrals.
• Recognize transaction needs of clients, educate on service and digital channels and present product offers/financial solutions.
• Understand and comply with Citibank policies, standards and procedures.
• Assess risk when business decisions are made, safeguarding Citi's reputation and assets, escalating control issues with transparency.

Kenntnisse

Experience 0-2 yrs

Banking/sales experience

Smart Banking tools

NMLS registration

Communication skills

Ausbildung

Bachelor's degree

Jobbeschreibung

Citi in New York (Holbrook) is seeking an entry-level Personal Banker SAFE Act to assist in sales and service activities with the customer service team. The goal is to foster relationships with customers to build loyalty and help increase sales to individual consumer clients.

Responsibilities include handling small business credit requests under 250K, cross-selling treasury products, building COI/MGM referral networks, coaching branch staff, and ensuring compliance with Citibank policies and