Personal Banker SAFE Act, Pasadena

7 days ago

Pasadena, United States Citigroup Full time

Personal Banker Safe Act, Pasadena (South Lake) Branch, OfficerWorking at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community, and make a real impact.Job OverviewThe Personal Banker Safe Act is an entry level position responsible for the assistance in the execution of sales, products, or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities:Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business productsBuild referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) ProgramAssist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customersDeliver 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 remarkable client experienceProvide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referralsRecognize 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 solutionsUnderstand and comply with Citibank policies, standards, and proceduresAppropriately 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.Qualifications:0-2 years of relevant experiencePrevious banking, retail, or sales experience preferredKnowledge of Smart Banking tools and technologiesNMLS registration; Safe Act compliantConsistently demonstrates clear and concise written and verbal communication skillsEducation:Bachelor's Degree/University degree or equivalent experienceThis job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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