Entry Personal Banker — Build Relationships & Cross-Sell

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

Job summary

Citi in Astoria, New York, is seeking an entry-level Personal Banker to support the execution of sales, products and services in coordination with the customer service team.

The role focuses on building loyalty with consumer clients, cross-selling products, and delivering outstanding client experiences while maintaining compliance with Citigroup policies and the Safe Act requirements.

Qualifications

• Knowledge of Smart Banking tools and technologies.
• Consistently demonstrates clear and concise written and verbal communication skills.

Responsibilities

• 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 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 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 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 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.

Skills

Smart Banking tools

Communication skills

Education

Bachelor's Degree

Job description

Citi in Astoria, New York, is seeking an entry-level Personal Banker to support the execution of sales, products and services in coordination with the customer service team.

The role focuses on building loyalty with consumer clients, cross-selling products, and delivering outstanding client experiences while maintaining compliance with Citigroup policies and the Safe Act requirements.