Small Business Banking Advisor

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

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, disability insurance

Wellness programs

Paid time off

Paid holidays

Job summary

Citi in Flushing, New York, is seeking a full-time Branch Sales professional to support consumer banking for small business clients. The role focuses on handling credit requests under $250K, while recognizing larger lending opportunities and cross-selling treasury products to build a robust book of business.

You will deliver client services, make outbound and inbound calls to acquire and deepen relationships, and coach tellers and staff on products and referrals.

Qualifications

• 0-2 years of relevant experience in banking or sales.
• Experience with retail or sales environments preferred.
• NMLS registration; Safe Act compliant.
• Strong written and verbal communication skills.

Responsibilities

• Work with business credit requests under $250K and refer larger opportunities.
• Grow referral opportunities via COIs and MGM program.
• Assist in sales strategies to grow the small business client base.
• Deliver client services and outbound/inbound calls to acquire and deepen relationships through cross-sell.
• Coach branch staff on products and referrals.
• Identify client needs and educate on services and digital channels.
• Ensure compliance with Citi policies and risk management.

Skills

0-2 years exp

Previous banking, retail, or sales

Clear communication skills

NMLS registration; Safe Act

Education

Bachelor's Degree/University degree

Tools

Smart Banking tools

Job description

Citi in Flushing, New York, is seeking a full-time Branch Sales professional to support consumer banking for small business clients. The role focuses on handling credit requests under $250K, while recognizing larger lending opportunities and cross-selling treasury products to build a robust book of business.

You will deliver client services, make outbound and inbound calls to acquire and deepen relationships, and coach tellers and staff on products and referrals.