Personal Banker: Grow Relationships & Cross-Sell Solutions

Citi; California; On-site; USD 58,000 - 81,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k)

Job summary

Citi in Rowland Heights, California is seeking an entry-level Personal Banker to support sales, product and service activities with the customer service team. The role aims to build customer loyalty and increase sales to individual consumer clients.

You will assist in credit requests under $250K, cross-sell treasury products, and refer larger opportunities, while delivering excellent client experiences and coaching branch staff on products and programs.

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, 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 sales plans for Book of Business customers.
• Deliver client services/outbound and inbound calls to acquire new relationships and deepen existing relationships through cross-sell of products and services.
• Provide Tellers and branch staff with coaching on products and programs, identifying client needs and referrals.
• Educate clients on service and digital channels and present product offers/financial solutions.
• Assess risk when decisions are made, comply with Citibank policies and regulations.

Skills

Sales experience

Customer service

Smart Banking tools

Education

Bachelor's degree

Job description

Citi in Rowland Heights, California is seeking an entry-level Personal Banker to support sales, product and service activities with the customer service team. The role aims to build customer loyalty and increase sales to individual consumer clients.

You will assist in credit requests under $250K, cross-sell treasury products, and refer larger opportunities, while delivering excellent client experiences and coaching branch staff on products and programs.