Personal Banker: Build Relationships & Drive Banking Solutions

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

Benefits offered by this job

Medical benefits

401(k)

Paid time off

Job summary

Citi's Personal Banker SAFE Act position at the Plainview, NY branch is an entry-level role that supports sales and service activities, builds relationships with customers, and drives cross-sell opportunities. The role works with the customer service team to increase loyalty and book of business across consumer clients.

The ideal candidate has 0-2 years of related experience, knowledge of Smart Banking tools, an NMLS registration, and strong written and verbal communication skills; a Bachelor's

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

• Assist in sales and service activities in coordination with the customer service team.
• Grow the small business client and implement sales plans to target Book of Business customers.
• Deliver client services and calls to acquire and deepen relationships through cross-sell of products and services.
• Provide coaching to tellers and staff on products and programs.

Skills

Communication skills

Sales experience

Customer service

Education

Bachelor's Degree

Tools

Smart Banking tools

Job description

Citi's Personal Banker SAFE Act position at the Plainview, NY branch is an entry-level role that supports sales and service activities, builds relationships with customers, and drives cross-sell opportunities. The role works with the customer service team to increase loyalty and book of business across consumer clients.

The ideal candidate has 0-2 years of related experience, knowledge of Smart Banking tools, an NMLS registration, and strong written and verbal communication skills; a Bachelor's