Relationship Banker: Small Biz & Personal Banking

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

Job summary

Citi is seeking an entry-level Personal Banker SAFE Act in New York to support sales, product and service activities with the customer service team. The role focuses on building customer loyalty and increasing sales to consumer clients.

Responsibilities include handling small business referrals, coaching branch staff, and promoting bank products while ensuring compliance with Citi policies and financial regulations.

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 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 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

Tools

Smart Banking tools

NMLS compliance

Job description

Citi is seeking an entry-level Personal Banker SAFE Act in New York to support sales, product and service activities with the customer service team. The role focuses on building customer loyalty and increasing sales to consumer clients.

Responsibilities include handling small business referrals, coaching branch staff, and promoting bank products while ensuring compliance with Citi policies and financial regulations.