Entry-Level Personal Banker (SAFE Act) — Build Relationships

Citi; New York (NY); In loco; USD 61.000 - 86.000; Tempo pieno

Descrizione del lavoro

Citi Personal Banker SAFE Act at Westgate West Branch is an entry level role focused on assisting in sales, service activities and building customer relationships to foster loyalty and drive small business referrals. You will work with tellers and staff to deliver excellent client experiences and cross-sell appropriate products.

As part of Citi's branch sales team, you will ensure compliance with policies, manage risk, and strive to deliver remarkable service while growing customer relationships

Competenze

• 0-2 years of relevant experience.
• Banking, retail, or sales experience preferred.
• Knowledge of Smart Banking tools and technologies.
• NMLS registration; Safe Act compliant.
• Clear and concise written and verbal communication skills.

Mansioni

• Work with business credit requests under $250K and cross-sell treasury and related small business products.
• Build referral opportunities via Centers of Influence (COIs) and the MGM Program.
• Assist in strategies to grow the small business client and implement sales plans for the Book of Business.
• Deliver client services and outbound/inbound calls to acquire new relationships and deepen existing ones through cross-sell.
• Provide coaching and guidance to tellers and branch staff on products and programs and referrals.
• Educate clients on service and digital channels and leverage tools to uncover opportunities; present offers.
• Understand and comply with Citibank policies, standards and procedures.
• Assess risk when decisions are made, safeguarding Citi's reputation and assets by promoting compliance.

Conoscenze

Smart Banking tools

Communication skills

Formazione

Bachelor's Degree/University degree

Descrizione del lavoro

Citi Personal Banker SAFE Act at Westgate West Branch is an entry level role focused on assisting in sales, service activities and building customer relationships to foster loyalty and drive small business referrals. You will work with tellers and staff to deliver excellent client experiences and cross-sell appropriate products.

As part of Citi's branch sales team, you will ensure compliance with policies, manage risk, and strive to deliver remarkable service while growing customer relationships