Personal Banker: Build Relationships & Cross-Sell Solutions

Citi; New York (NY); Vor Ort; USD 61.000 - 86.000; Vollzeit

Zusammenfassung

Citi in Lake Grove, New York is seeking a Personal Banker SAFE Act for on-site duties in our branch. This entry-level role supports sales, service, and relationship-building with individual consumers while complying with Citi policies.

You will work with tellers and customer service teams, assist in loan and treasury cross-sell opportunities, and help grow the book of business with excellent client service.

Qualifikationen

• 0-2 years of relevant experience.
• 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

Aufgaben

• 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
• Provide Tellers and other branch staff with coaching and guidance on products and special programs
• Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools to uncover opportunities
• Understand and comply with Citibank policies, standards and procedures
• Assess risk when business decisions are made, safeguarding Citi and its assets by driving compliance

Kenntnisse

Smart Banking tools

NMLS registration

Excellent communication

Banking experience

Ausbildung

Bachelor's Degree

Jobbeschreibung

Citi in Lake Grove, New York is seeking a Personal Banker SAFE Act for on-site duties in our branch. This entry-level role supports sales, service, and relationship-building with individual consumers while complying with Citi policies.

You will work with tellers and customer service teams, assist in loan and treasury cross-sell opportunities, and help grow the book of business with excellent client service.