Personal Banker
4 days ago
The Personal Banker SAFE Act is an entry-level position responsible for assisting 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.
Key Responsibilities- Work with business credit requests less than $250K, recognize/refer larger lending opportunities, and cross-sell treasury and related small business products
- Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers
- 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
- Previous banking, retail, or sales experience preferred
- Knowledge of Smart Banking tools and technologies
- NMLS registration; Bachelor's Degree/University degree or equivalent experience
Citi offers competitive employee benefits, including medical, dental, and vision coverage; life, accident, and disability insurance; Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View the EEO Policy Statement.
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