Personal Banker SAFE Act, Officer

Key Responsibilities

• Assist in sales, product, or service activity execution in coordination with the customer service team.
• Foster customer relations to build loyalty and increase sales to individual consumer clients.
• 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 sales plans to target Book of Business customers.
• Deliver client services through outbound/inbound calls to acquire new relationships and deepen existing ones by cross-selling 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 client transaction needs, educate clients on all service and digital channels, and leverage available 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 making business decisions, considering 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, managing, and reporting control issues with transparency.

Requirements & Tech Stack

• NMLS registration; Safe Act compliant
• Knowledge of Smart Banking tools and technologies
• Consistently demonstrates clear and concise written and verbal communication skills

Qualifications

• 0-2 years of relevant experience
• Previous banking, retail, or sales experience preferred
• Bachelor's Degree/University degree or equivalent experience
• Bilingual English/Spanish Speaking Preferred