Entry-Level Personal Banker: Sales, Service & Growth

Citibank (Switzerland) AG; Boca Raton, Northern (FL, KY); Hybrid; Confidential; Full time

Job summary

Citibank (Switzerland) AG in Boca Raton, FL, seeks an entry-level Personal Banker SAFE Act to support sales, service, and customer relations with the customer service team on-site. You will build relations with clients and help increase sales to individual consumer clients while delivering a remarkable client experience.

You will handle small business opportunities, cross-sell treasury products, coach tellers, educate clients about digital channels, and ensure compliance with Citi policies and

Qualifications

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

Responsibilities

• Work with business credit requests under $250K, 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 calls/inbound calls to acquire new relationships and deepen existing relationships through cross-sell.
• Provide Tellers and branch staff with coaching on products and programs, identifying client needs and referrals.
• Educate clients on service channels and digital tools, uncover opportunities, and present product offers.
• Understand and comply with Citibank policies, standards and procedures; assess risk and escalate issues.

Skills

Communication skills

NMLS registration

Smart Banking tools

Sales experience

Education

Bachelor's Degree

Job description

Citibank (Switzerland) AG in Boca Raton, FL, seeks an entry-level Personal Banker SAFE Act to support sales, service, and customer relations with the customer service team on-site. You will build relations with clients and help increase sales to individual consumer clients while delivering a remarkable client experience.

You will handle small business opportunities, cross-sell treasury products, coach tellers, educate clients about digital channels, and ensure compliance with Citi policies and