Personal Banker, SAFE Act – Grow Relationships & Cross-Sell

Citi; New York (NY); On-site; USD 58,000 - 81,000; Full time

Job summary

Citi in North Hills, California, is hiring an entry-level Personal Banker SAFE Act to support the customer service team and foster relationships with individual consumers. You will assist with sales and service activities, cross-sell treasury products, and help grow the book of business while ensuring compliance with Citibank policies.

The role emphasizes inbound/outbound client interactions, coaching of branch staff, and leveraging digital channels to present suitable financial solutions, with

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 Member Get Member (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 the 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 available to uncover opportunities, and present product offers/financial solutions
• Understand and comply with Citibank policies, standards and procedures
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Skills

Communication skills

Sales experience

Education

Bachelor's Degree/University degree or equivalent experience

Tools

Smart Banking tools

NMLS registration

Job description

Citi in North Hills, California, is hiring an entry-level Personal Banker SAFE Act to support the customer service team and foster relationships with individual consumers. You will assist with sales and service activities, cross-sell treasury products, and help grow the book of business while ensuring compliance with Citibank policies.

The role emphasizes inbound/outbound client interactions, coaching of branch staff, and leveraging digital channels to present suitable financial solutions, with