Personal Banker SAFE Act - Archer Ave. Branch (Bilingual Cantonese and Mandarin Preferred)

Citi; Chicago (IL); On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player seeks a motivated Personal Banker to join their team. This entry-level role focuses on building customer relationships and enhancing sales through exceptional service. You will assist clients with their banking needs, implement growth strategies, and ensure compliance with company policies. If you're looking to kickstart your career in banking and thrive in a dynamic environment, this opportunity is perfect for you. Join a forward-thinking organization that values customer loyalty and offers a supportive atmosphere for professional development.

Qualifications

• 0-2 years of relevant experience in banking or sales preferred.
• Excellent written and verbal communication skills are essential.

Responsibilities

• Handle business credit requests and cross-sell treasury products.
• Conduct outbound calls to acquire new clients and deepen relationships.

Skills

Customer Relationship Management

Sales Skills

Communication Skills

Risk Assessment

Education

Bachelor's Degree

Tools

Smart Banking Tools

Job description

Personal Banker SAFE Act - Archer Ave. Branch (Bilingual Cantonese and Mandarin Preferred)

Join to apply for the Personal Banker SAFE Act - Archer Ave. Branch (Bilingual Cantonese and Mandarin Preferred) role at Citi.

Job Overview

The Personal Banker SAFE Act is an entry-level position responsible for assisting in sales, product, or service activities in coordination with the customer service team. The role's primary objective is to foster customer relationships to build loyalty and increase sales to individual consumer clients.

Responsibilities

1. Handle business credit requests under $250K, recognize and refer larger lending opportunities, and cross-sell treasury and small business products.
2. Create referral opportunities via Centers of Influence (COIs) and the Member Get Member (MGM) Program.
3. Implement strategies to grow the small business client base and execute sales plans targeting the Book of Business customers.
4. Conduct outbound and inbound calls to acquire new clients and deepen existing relationships through cross-selling relevant products and services, delivering exceptional client experiences.
5. Coach branch staff on products, programs, client needs, and appropriate referrals.
6. Identify client transaction needs, educate on services and digital channels, utilize technology and marketing tools to uncover opportunities, and present financial solutions.
7. Ensure compliance with Citibank policies, standards, and procedures.
8. Assess risk appropriately in business decisions, uphold the firm's reputation, and ensure compliance with applicable laws and regulations, demonstrating ethical judgment and transparency in reporting control issues.

Qualifications

1. 0-2 years of relevant experience.
2. Preferred experience in banking, retail, or sales.
3. Knowledge of Smart Banking tools and technologies.
4. NMLS registration; Safe Act compliant.
5. Excellent written and verbal communication skills.
6. Availability to work on Saturdays.

Education

Bachelor's Degree or equivalent experience.

Additional Information

This description provides a high-level overview; other duties may be assigned as needed.