Personal Banker - Client Growth & Cross-Sell (On-Site)

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

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Paid time off packages

Job summary

Citi is seeking a Personal Banker for the San Ramon Branch. This entry-level position focuses on fostering relations with customers to build loyalty and increase sales. The ideal candidate will assist in sales activities, work with business credit requests, and provide coaching to branch staff.

The role requires 0-2 years of experience and a Bachelor's degree. Competitive salary ranges from $61,280 to $85,520, along with comprehensive benefits and growth opportunities.

Qualifications

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

Responsibilities

• Assist customer service team with sales activities.
• Build referral business opportunities.
• Deliver client services through calls to build relationships.
• Coach branch staff on products and special programs.

Skills

Customer relation building

Sales experience

Communication skills

Knowledge of Smart Banking tools

Education

Bachelor’s Degree or equivalent experience

Job description

Citi is seeking a Personal Banker for the San Ramon Branch. This entry-level position focuses on fostering relations with customers to build loyalty and increase sales. The ideal candidate will assist in sales activities, work with business credit requests, and provide coaching to branch staff.

The role requires 0-2 years of experience and a Bachelor's degree. Competitive salary ranges from $61,280 to $85,520, along with comprehensive benefits and growth opportunities.