Personal Banker — Grow Client Relationships & Sales

Citi Group

New York (NY)

On-site

USD 61,000 - 86,000

Full time

3 days ago

Be an early applicant

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

Medical

Dental & Vision

401(k)

Life Insurance

Wellness Programs

Paid Time Off

Job summary

Citi in New York is seeking an entry-level Personal Banker SAFE Act to assist in sales, products, or service activities in coordination with the customer service team. The goal is to foster relations with customers to build loyalty and help increase sales to individual consumer clients.

Responsibilities include handling small business lending opportunities under $250K, cross-selling treasury and related products, building referral opportunities, coaching branch staff, and ensuring compliance

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 less than $250K and refer larger lending opportunities.
Cross-sell treasury and related small business products.
Build referral opportunities through COIs and MGM program.
Deliver client services via outbound/inbound calls to acquire and deepen relationships.
Coach tellers and branch staff on products and programs and provide referrals.
Educate clients on services and digital channels and present product offers.
Assess risk and ensure compliance with Citi policies and regulations.