Entry-Level Personal Banker (SAFE Act) — Banking & Sales

Citi; Washington (District of Columbia); On-site; USD 58,000 - 81,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off

Job summary

Citi in Washington, DC is seeking an entry-level Personal Banker SAFE Act to assist in the execution of sales, products or service activities in coordination with the customer service team. The goal is to foster relations with customers to build loyalty and help increase sales to individual consumer clients.

Responsibilities include handling credit requests under $250K, cross-selling treasury products, building referral opportunities and coaching branch staff to identify client needs while

Qualifications

• 0-2 years of relevant experience in banking, retail, or sales.
• Knowledge of Smart Banking tools and technologies.
• NMLS registration; Safe Act compliant.

Responsibilities

• Work with business credit requests under $250K and refer larger opportunities.
• Cross-sell treasury and related small business products.
• Grow the small business client base and implement sales plans.

Skills

Banking sales

Smart Banking tools

NMLS registration

Excellent communication

Education

Bachelor's Degree

Job description

Citi in Washington, DC is seeking an entry-level Personal Banker SAFE Act to assist in the execution of sales, products or service activities in coordination with the customer service team. The goal is to foster relations with customers to build loyalty and help increase sales to individual consumer clients.

Responsibilities include handling credit requests under $250K, cross-selling treasury products, building referral opportunities and coaching branch staff to identify client needs while