Personal Banker: Client Growth & Cross-Sell Champion

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

Job summary

Citi in Los Angeles, California is seeking an entry-level Personal Banker SAFE Act to assist the customer service team with sales, products and service activities. The role aims to build customer loyalty and grow the book of business by engaging clients and cross-selling Citi treasury and small business products.

Qualifications include 0–2 years of relevant experience, knowledge of Smart Banking tools, NMLS registration and Safe Act compliance, plus a Bachelor's degree.

Qualifications

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

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 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

Skills

Smart Banking tools

NMLS registration

Communication skills

Education

Bachelor's Degree

Job description

Citi in Los Angeles, California is seeking an entry-level Personal Banker SAFE Act to assist the customer service team with sales, products and service activities. The role aims to build customer loyalty and grow the book of business by engaging clients and cross-selling Citi treasury and small business products.

Qualifications include 0–2 years of relevant experience, knowledge of Smart Banking tools, NMLS registration and Safe Act compliance, plus a Bachelor's degree.