Personal Banker – Client Growth & Cross-Sell

Citi; New York (NY); On-site; USD 58,000 - 81,000; Full time

Job summary

Citi in Pasadena, CA is seeking an entry-level Personal Banker SAFE Act to support sales and service activities with the customer service team. You will help grow consumer relationships and cross-sell banking products while delivering strong client experiences.

The role requires 0–2 years of experience, a Bachelor's degree, and knowledge of Smart Banking tools. NMLS may be needed; Safe Act compliance is required. This is an on-site, full-time position with Citi's benefits.

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 the 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

Smart Banking tools knowledge

Education

Bachelor's Degree/University degree or equivalent experience

Tools

NMLS registration

Safe Act compliant

Job description

Citi in Pasadena, CA is seeking an entry-level Personal Banker SAFE Act to support sales and service activities with the customer service team. You will help grow consumer relationships and cross-sell banking products while delivering strong client experiences.

The role requires 0–2 years of experience, a Bachelor's degree, and knowledge of Smart Banking tools. NMLS may be needed; Safe Act compliance is required. This is an on-site, full-time position with Citi's benefits.