Small Business Banking Specialist

Citigroup Inc.; 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, and disability保险

Wellness programs

Paid time off

Job summary

Citigroup Inc. in New York is seeking a motivated Banking Associate to support small business clients.

You will handle requests under $250K, identify larger lending opportunities, and cross-sell treasury and related small business products while delivering exceptional client experiences. You will build referrals through COIs and MGM, grow the book of business, coach branch staff on products, educate clients on services and digital channels, and ensure compliance with Citi policies and risk

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 refer larger lending opportunities
• Build referrals through Centers of Influence (COIs) and the MGM program
• Assist in strategies to grow the small business client and implement sales plans for Book of Business customers
• Deliver client services via outbound and inbound calls to deepen relationships through cross-sell
• Coach branch staff on products and programs, identify client needs and provide referrals
• Educate clients on service channels and digital tools to uncover opportunities
• Adhere to Citi policies, standards and procedures and manage risk effectively

Skills

Communication skills

Sales experience

Relationship building

Education

Bachelor's degree

Tools

Smart Banking tools

Job description

Citigroup Inc. in New York is seeking a motivated Banking Associate to support small business clients.

You will handle requests under $250K, identify larger lending opportunities, and cross-sell treasury and related small business products while delivering exceptional client experiences. You will build referrals through COIs and MGM, grow the book of business, coach branch staff on products, educate clients on services and digital channels, and ensure compliance with Citi policies and risk