Relationship Banker: Grow Client Loyalty & Cross-Sell

Citigroup Inc.; New York (NY); On-site; USD 61,000 - 86,000; Full time

Job summary

Citigroup Inc. in New York is seeking an entry-level Personal Banker to support sales and service activities with the customer service team, fostering loyalty and helping to increase sales to individual consumer clients.

You will work on small business lending referrals, cross-sell treasury products, coach staff, and ensure compliance with Citi policies while delivering excellent client experiences.

Qualifications

• 0-2 years of relevant experience.
• Prior banking, retail, or sales experience preferred.
• Knowledge of Smart Banking tools and technologies.
• NMLS registration; Safe Act compliant.

Responsibilities

• Assist in processing small business lending requests under $250K and refer larger opportunities.
• Build referral opportunities via Centers of Influence (COIs) and the MGM Program.
• Grow the small business client base with targeted sales plans to target Book of Business customers.
• Deliver client services via outbound/inbound calls to deepen relationships and cross-sell products.

Skills

Sales experience

Written and verbal communication

Smart Banking tools

Education

Bachelor's Degree/University degree or equivalent experience

NMLS registration; Safe Act compliant

Job description

Citigroup Inc. in New York is seeking an entry-level Personal Banker to support sales and service activities with the customer service team, fostering loyalty and helping to increase sales to individual consumer clients.

You will work on small business lending referrals, cross-sell treasury products, coach staff, and ensure compliance with Citi policies while delivering excellent client experiences.