Small Business Banking Specialist

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

Benefits offered by this job

Discretionary incentive

Medical, dental & vision coverage

401(k)

Life, accident, and disability保险

Paid time off

Job summary

Citi is seeking a Branch Sales professional in Staten Island, NY to serve small business clients, process credit requests under $250K, and cross-sell treasury and related products.

You will build referral networks, grow the book of business, and provide excellent client service while adhering to Citi policies and regulatory requirements. This is a full-time role with competitive benefits.

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 and cross-sell treasury products
• Build referral business through Centers of Influence (COIs) and MGM program
• Grow small business client base and implement sales plans for Book of Business
• Deliver client services and outbound/inbound calls to acquire and deepen relationships through cross-sell
• Coach branch staff on products and referrals and identify client needs

Skills

Communication skills

Customer service

Sales skills

Education

Bachelor's Degree/University degree

Tools

Smart Banking tools

Job description

Citi is seeking a Branch Sales professional in Staten Island, NY to serve small business clients, process credit requests under $250K, and cross-sell treasury and related products.

You will build referral networks, grow the book of business, and provide excellent client service while adhering to Citi policies and regulatory requirements. This is a full-time role with competitive benefits.