Personal Banker: Grow Relationships & Cross-Sell Solutions

Citigroup Inc.; Arcadia (CA); On-site; USD 58,190 - 81,210; Full time

Benefits offered by this job

Medical benefits

401(k)

Life, accident, and disability保险

Wellness programs

Paid time off (vacation)

Paid holidays

Job summary

Citigroup Inc. in Arcadia, California is seeking an entry-level Personal Banker SAFE Act to assist in the execution of sales, products or service activities in coordination with the customer service team.

The goal is to foster client relationships and grow sales to individual consumer clients. The role emphasizes handling small business referrals, cross-selling treasury products, and guiding branch staff on Citi programs while ensuring compliance with applicable 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
• Consistently demonstrates clear and concise written and verbal communication skills

Responsibilities

• Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products
• Build referral business opportunities through Centers of Influence (COIs) and the MGM program
• Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers
• Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through cross-sell of relevant products and services while delivering remarkable client experience
• Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
• Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools to uncover opportunities
• Understand and comply with Citibank policies, standards and procedures
• Appropriately assess risk when business decisions are made, safeguarding Citigroup, its clients and assets

Skills

Written and verbal communication

Smart Banking tools

NMLS registration

Mandarin language favorable

Education

Bachelor's Degree

Job description

Citigroup Inc. in Arcadia, California is seeking an entry-level Personal Banker SAFE Act to assist in the execution of sales, products or service activities in coordination with the customer service team.

The goal is to foster client relationships and grow sales to individual consumer clients. The role emphasizes handling small business referrals, cross-selling treasury products, and guiding branch staff on Citi programs while ensuring compliance with applicable policies and regulations.