Personal Banker: Client Growth & Cross-Sell Pro

Citi; New York (NY); On-site; USD 61,000 - 86,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability

Wellness programs

Paid time off

Paid holidays

Job summary

Citi's Personal Banker SAFE Act role in New York is an entry-level position supporting sales, products and service activities with the customer service team. The role aims to foster client relationships, increase loyalty, and grow sales to individual consumer clients.

Responsibilities include handling small business opportunities, coaching staff, cross-selling treasury products, and delivering a remarkable client experience while complying with Citi policies and regulations.

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.
• Clear and concise written and verbal communication skills.

Responsibilities

• Work with business credit requests under $250K and refer larger opportunities.
• Build referral opportunities through COIs and MGM program.
• Assist in strategies to grow small business clients and sales plans.
• Deliver client services and outbound/inbound calls to deepen relationships.
• Coach branch staff on products and cross-sell opportunities.
• Educate clients on services and digital channels; present product offers.
• Assess risk and ensure compliance with Citi policies and regulations.

Skills

Banking basics

Sales skills

Customer service

NMLS registration

Education

Bachelor's Degree/University degree or equivalent experience

Job description

Citi's Personal Banker SAFE Act role in New York is an entry-level position supporting sales, products and service activities with the customer service team. The role aims to foster client relationships, increase loyalty, and grow sales to individual consumer clients.

Responsibilities include handling small business opportunities, coaching staff, cross-selling treasury products, and delivering a remarkable client experience while complying with Citi policies and regulations.