Personal Banker: Build Relationships & Grow Sales

Citigroup Inc.; California; On-site; USD 58,000 - 81,000; Full time

Job summary

Citigroup Inc. seeks an entry-level Personal Banker SAFE Act in Rowland Heights, CA to support sales, service and product delivery in coordination with the customer service team.

The role focuses on building customer relationships, assisting with small business and consumer products, and delivering a remarkable client experience while adhering to Citi policies and regulatory requirements.

Qualifications

• 0-2 years of relevant experience.
• Previous banking, retail, or sales experience preferred.
• NMLS registration; Safe Act compliant.
• Consistently demonstrates clear and concise written and verbal communication skills.

Responsibilities

• Work with business credit requests under $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 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 consideration for the firm's reputation and safeguarding Citigroup, its clients and assets.

Skills

Smart Banking tools

Communication skills

Education

Bachelor's Degree/University degree or equivalent experience

Job description

Citigroup Inc. seeks an entry-level Personal Banker SAFE Act in Rowland Heights, CA to support sales, service and product delivery in coordination with the customer service team.

The role focuses on building customer relationships, assisting with small business and consumer products, and delivering a remarkable client experience while adhering to Citi policies and regulatory requirements.