Growth-Focused Personal Banker

Citigroup Inc.; Lake Mohegan (NY); On-site; USD 62,000 - 84,000; Full time

Job summary

Citigroup Inc. is seeking an entry-level Personal Banker to support sales and service activities in coordination with the customer service team.

The role aims to build customer loyalty and increase sales to individual consumer clients from Citi branches in Mohegan Lake, NY. Responsibilities include handling small business referrals, coaching branch staff, and delivering exceptional client experiences while staying compliant with Citi policies and the SAFE Act.

Qualifications

• 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.

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.
• Deliver client services/outbound/inbound calls to acquire new relationships and deepen existing relationships through cross-sell of products and services.
• Provide tellers and branch staff with coaching on products and programs, identify client needs, provide referrals.

Skills

Smart Banking tools

NMLS registration

Safe Act compliant

Clear communication

Banking knowledge

Education

Bachelor's Degree/University degree or equivalent experience

Job description

Citigroup Inc. is seeking an entry-level Personal Banker to support sales and service activities in coordination with the customer service team.

The role aims to build customer loyalty and increase sales to individual consumer clients from Citi branches in Mohegan Lake, NY. Responsibilities include handling small business referrals, coaching branch staff, and delivering exceptional client experiences while staying compliant with Citi policies and the SAFE Act.