Personal Banker: Grow Relationships & Cross-Sell Solutions

Citi; Lake Mohegan (NY); On-site; USD 61,000 - 86,000; Full time

Job summary

Citi is seeking an entry-level Personal Banker SAFE Act in the United States. You will assist in executing sales, products and services in coordination with the customer service team to foster customer loyalty and grow sales to individual consumer clients.

Responsibilities include handling credit requests under $250K, cross-selling treasury and small business products, and coaching branch staff. Strong communication and compliance with Citi policies are required.

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 sales plans to target Book of Business customers.
• Deliver client services/outbound/inbound calls to acquire new relationships and deepen existing relationships through cross-sell of products and services.
• Provide tellers and branch staff with coaching and guidance on products and programs, identifying client needs and referrals.
• Educate clients on service and digital channels and leverage technology/marketing tools to uncover opportunities and present product offers.
• Understand and comply with Citibank policies, standards and procedures.
• Assess risk in business decisions, safeguard CitiGroup, and escalate/report control issues with transparency.

Skills

Sales experience

Banking knowledge

Smart Banking tools

Communication skills

Education

Bachelor's Degree

Tools

NMLS registration

Job description

Citi is seeking an entry-level Personal Banker SAFE Act in the United States. You will assist in executing sales, products and services in coordination with the customer service team to foster customer loyalty and grow sales to individual consumer clients.

Responsibilities include handling credit requests under $250K, cross-selling treasury and small business products, and coaching branch staff. Strong communication and compliance with Citi policies are required.