Korean-Speaking Personal Banker (Entry Level)

Citi

New York (NY)

On-site

USD 58,000 - 81,000

Full time

6 days ago
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Job summary

Citi is seeking a Personal Banker SAFE Act in Los Angeles, offering an entry level role to support sales, products and services with the customer service team. The objective is to foster customer relationships, build loyalty, and help increase sales to individual consumer clients.

The role includes handling lending opportunities under $250K, cross-selling treasury products, coaching branch staff, and promoting digital channels while ensuring compliance with Citibank policies.

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 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 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.

Skills

Communication skills
Sales aptitude

Education

Bachelor's Degree/University degree

Tools

Smart Banking tools

Job description

Citi is seeking a Personal Banker SAFE Act in Los Angeles, offering an entry level role to support sales, products and services with the customer service team. The objective is to foster customer relationships, build loyalty, and help increase sales to individual consumer clients.

The role includes handling lending opportunities under $250K, cross-selling treasury products, coaching branch staff, and promoting digital channels while ensuring compliance with Citibank policies.

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