Personal Banker - Client Growth & Cross-Sell

Citigroup Inc.; New York (NY); On-site; USD 61,280 - 85,520; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off packages

Job summary

Citigroup Inc. is looking for a Personal Banker SAFE Act in New York, NY. This entry-level role focuses on assisting sales and service activities, enhancing customer relationships, and implementing sales strategies for small business clients. Responsibilities include managing client interactions, coaching team members, and ensuring compliance with policies. A Bachelor's degree and up to 2 years of experience are preferred. Competitive salary and benefits include medical coverage, 401(k), and paid time off.

Qualifications

• 0-2 years of relevant experience.
• Previous banking, retail, or sales experience preferred.
• NMLS registration; Safe Act compliant.

Responsibilities

• Assist in strategies to grow the small business client.
• Deliver client services through calls to acquire new relationships.
• Coach Tellers and staff on products and special programs.
• Educate clients on service and digital channels.

Skills

Customer relationship management

Sales strategies

Communication skills

Sales process knowledge

Education

Bachelor's Degree/University degree or equivalent experience

Tools

Smart Banking tools

Job description

Citigroup Inc. is looking for a Personal Banker SAFE Act in New York, NY. This entry-level role focuses on assisting sales and service activities, enhancing customer relationships, and implementing sales strategies for small business clients. Responsibilities include managing client interactions, coaching team members, and ensuring compliance with policies. A Bachelor's degree and up to 2 years of experience are preferred. Competitive salary and benefits include medical coverage, 401(k), and paid time off.