Financial Services Representative

3 days ago

Oakland, California, United States Citigroup Inc Full time
Job Summary

The Personal Banker role at Citigroup Inc. is an entry-level position that focuses on building relationships with customers to increase sales and deepen existing relationships. The successful candidate will work closely with the customer service team to execute sales, products, or service activities.

Key Responsibilities
  • Work with business credit requests under $250K, identify 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, and inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services.
  • Provide coaching and guidance to Tellers and other branch staff 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 and marketing tools to uncover opportunities and present product offers and financial solutions.
  • Understand and comply with Citigroup policies, standards, and procedures.
  • Assess risk when making business decisions, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets by driving compliance with applicable laws, rules, and regulations.
Requirements
  • 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.
Education

Bachelor's Degree/University degree or equivalent experience.

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