Personal Banker: Grow Relationships & Cross-Sell

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

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k)

Life Insurance

Disability Insurance

Wellness programs

Paid time off

Job summary

Citi in Maspeth, New York is hiring an entry-level Personal Banker SAFE Act to assist in executing sales, products and services with the customer service team. The role focuses on building relationships to foster loyalty and grow sales with individual consumer clients.

Responsibilities include handling small business referrals, cross-selling treasury products, delivering excellent client experiences, coaching branch staff on products, and ensuring compliance with Citibank policies and risk

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 small business credit requests under $250K and refer larger lending opportunities.
• Build referral opportunities through COIs and MGM program.
• Assist in strategies to grow the small business client and implement sales plans.
• Deliver client services via outbound and inbound calls to acquire and deepen relationships through cross-sell of products.
• Coach tellers and branch staff on products and programs, identify client needs, and provide referrals.

Skills

Customer service

Sales

Smart Banking

NMLS

Communication

Education

Bachelor's degree

Tools

NMLS platform

Job description

Citi in Maspeth, New York is hiring an entry-level Personal Banker SAFE Act to assist in executing sales, products and services with the customer service team. The role focuses on building relationships to foster loyalty and grow sales with individual consumer clients.

Responsibilities include handling small business referrals, cross-selling treasury products, delivering excellent client experiences, coaching branch staff on products, and ensuring compliance with Citibank policies and risk