Relationship-Driven Personal Banker

Citigroup Inc.; Anaheim (CA); On-site; USD 58,000 - 81,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k)

Life insurance

Disability insurance

Wellness programs

Paid time off

Job summary

Citigroup Inc. in Anaheim Hills, CA is seeking an entry-level Personal Banker SAFE Act to support sales and service activities with the customer service team, developing loyalty and increasing sales to individual consumer clients.

Responsibilities include handling small business referrals, cross-selling treasury products, coaching branch staff, educating clients on services, and ensuring compliance with Citigroup policies.

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 under $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products
• Build referral 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 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 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 and escalating issues with transparency.

Skills

Customer relationship building

Sales skills

Excellent communication

Smart Banking tools

NMLS registration

Education

Bachelor's Degree

Tools

Smart Banking tools

Job description

Citigroup Inc. in Anaheim Hills, CA is seeking an entry-level Personal Banker SAFE Act to support sales and service activities with the customer service team, developing loyalty and increasing sales to individual consumer clients.

Responsibilities include handling small business referrals, cross-selling treasury products, coaching branch staff, educating clients on services, and ensuring compliance with Citigroup policies.