Growth-Focused Personal Banker: Client Relations & Cross-Sell

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

Job summary

Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act in New York to assist in executing sales, products, and service activities with the customer service team. The role focuses on fostering relationships to build loyalty and drive sales to individual consumer clients.

You will work on credit requests under $250K, cross-sell treasury products, and coach branch staff while ensuring compliance with Citi policies and regulatory requirements.

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, recognise/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
• Recognise 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, safeguarding Citigroup and clients by driving compliance with laws and reporting issues

Skills

Customer service

Sales

Communication

Risk awareness

Compliance

Education

Bachelor's Degree

Tools

Smart Banking tools

Job description

Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act in New York to assist in executing sales, products, and service activities with the customer service team. The role focuses on fostering relationships to build loyalty and drive sales to individual consumer clients.

You will work on credit requests under $250K, cross-sell treasury products, and coach branch staff while ensuring compliance with Citi policies and regulatory requirements.