Personal Banker: Grow Relationships & Boost Sales

Citigroup Inc.; Downey (CA); On-site; USD 58,000 - 81,000; Full time

Job summary

Citigroup Inc. in Downey, CA is seeking an entry-level Personal Banker under the SAFE Act to support sales and service activities with the customer service team. The role aims to foster customer relationships, drive loyalty, and help increase sales to individual consumer clients.

Responsibilities include handling small business opportunities, coaching staff, cross-selling related products, and guiding clients through digital channels while ensuring compliance with Citigroup policies.

Qualifications

• 0-2 years of relevant experience
• NMLS registration; Safe Act compliant
• Knowledge of Smart Banking tools and technologies
• Clear and concise written and verbal communication skills

Responsibilities

• Assist in sales and service activities with the customer service team
• Refer larger lending opportunities and cross-sell treasury and related small business products
• Build referral opportunities through COIs and MGM program
• Grow small business client base and implement sales plans
• Deliver client services and outbound/inbound calls to acquire and deepen client relationships
• Coach branch staff on products and programs, identify client needs and referrals
• Educate clients on service and digital channels and present product offers
• Adhere to Citibank policies, standards, and risk controls

Skills

Customer service

Sales

Cross-selling

Communication

Education

Bachelor's Degree/University degree or equivalent experience

Tools

Smart Banking tools

Job description

Citigroup Inc. in Downey, CA is seeking an entry-level Personal Banker under the SAFE Act to support sales and service activities with the customer service team. The role aims to foster customer relationships, drive loyalty, and help increase sales to individual consumer clients.

Responsibilities include handling small business opportunities, coaching staff, cross-selling related products, and guiding clients through digital channels while ensuring compliance with Citigroup policies.