Entry-Level Personal Banker: Sales & Relationship Growth

Citi; Armonk (NY); On-site; USD 61,000 - 86,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k)

Paid time off

Wellness programs

Job summary

Citi in Armonk, NY seeks an entry-level Personal Banker to assist in sales and service activities, supporting customer relationships and loyalty. You will coordinate with the customer service team to help increase sales to individual clients and deliver excellent client experiences.

You will work on process and product referrals, learn bank platforms, and participate in cross-selling across treasury and related small business offerings, under supervision.

Qualifications

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

Responsibilities

• Work with business credit requests under $250K, refer larger opportunities and cross-sell treasury and related small business products
• Build referral 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 and outbound/inbound calls to acquire new relationships and deepen existing relationships through cross-selling products
• Provide coaching to Tellers and branch staff on products and referrals
• Educate clients on services and digital channels and present product offers and financial solutions
• Understand and comply with Citibank policies, standards and procedures
• Assess risk in decisions and ensure compliance with laws, escalating issues with transparency

Skills

Smart Banking tools

Clear communication

Education

Bachelor's Degree/University degree or equivalent experience

Tools

NMLS registration

Safe Act compliant

Job description

Citi in Armonk, NY seeks an entry-level Personal Banker to assist in sales and service activities, supporting customer relationships and loyalty. You will coordinate with the customer service team to help increase sales to individual clients and deliver excellent client experiences.

You will work on process and product referrals, learn bank platforms, and participate in cross-selling across treasury and related small business offerings, under supervision.