Personal Banker SAFE Act

About the Role

An entry-level position responsible for assisting in the execution of sales, product, or service activities in coordination with the customer service team. The objective is to foster customer relations to build loyalty and increase sales to individual consumer clients.

Key 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 Member Get Member (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 the cross-sell of relevant products and services while delivering a 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.

Requirements & Tech Stack

• NMLS registration; Safe Act compliant.
• Knowledge of Smart Banking tools and technologies.
• Bachelor's Degree/University degree or equivalent experience.

Qualifications

• 0-2 years of relevant experience.
• Previous banking, retail, or sales experience preferred.
• Consistently demonstrates clear and concise written and verbal communication skills.