Entry-Level Relationship Banker

Citi; New York (NY); Presencial; USD 61.000 - 86.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental & vision

401(k)

Paid time off

Wellness programs

Descripción de la vacante

Citi in New York, NY invites applications for an entry-level Personal Banker SAFE Act role focused on supporting sales, bank services, and cross-selling to consumer clients. You will collaborate with the customer service team to foster customer loyalty and drive growth.

The position requires up to 2 years of relevant experience, a bachelor’s degree, and NMLS/Safe Act compliance, with company-provided training and strong emphasis on risk-aware decision making and client service excellence.

Formación

• 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.

Responsabilidades

• 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 Member Get Member (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 calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience
• Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
• Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions
• Understand and comply with Citibank policies, standards and procedures
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Conocimientos

Smart Banking tools

Communication skills

Educación

Bachelor's Degree/University degree or equivalent experience

Descripción del empleo

Citi in New York, NY invites applications for an entry-level Personal Banker SAFE Act role focused on supporting sales, bank services, and cross-selling to consumer clients. You will collaborate with the customer service team to foster customer loyalty and drive growth.

The position requires up to 2 years of relevant experience, a bachelor’s degree, and NMLS/Safe Act compliance, with company-provided training and strong emphasis on risk-aware decision making and client service excellence.