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Personal Banker

2 months ago

Chicago, Illinois, United States Citigroup Inc Full time

The Personal Banker SAFE Act role is an entry-level opportunity focused on assisting with the execution of sales, product offerings, and service initiatives in collaboration with the customer service team. The primary aim of this position is to cultivate relationships with clients to enhance loyalty and drive sales among individual consumer clients.

Key Responsibilities:

  • Manage business credit applications under $250K, identify and refer larger lending prospects, and promote treasury and related small business offerings.
  • Develop referral business through Centers of Influence (COIs) and the Member Get Member (MGM) initiative.
  • Support strategies aimed at expanding the small business clientele and implement effective sales plans targeting the Book of Business customers.
  • Provide client services through outbound and inbound calls to establish new relationships and strengthen existing ones by cross-selling relevant products and services while ensuring an exceptional client experience.
  • Guide Tellers and other branch personnel on products and special programs, recognizing client needs, and making suitable referrals.
  • Identify clients' transaction requirements, educate them on all service and digital channels, and utilize available technology and marketing tools to uncover opportunities, presenting product offers and financial solutions.
  • Adhere to Citibank policies, standards, and procedures.
  • Evaluate risks in business decisions, demonstrating a strong commitment to the firm's reputation and safeguarding Citigroup, its clients, and assets by ensuring compliance with applicable laws, rules, and regulations, adhering to policy, applying sound ethical judgment in personal conduct and business practices, and transparently managing and reporting control issues.
Qualifications:
  • 0-2 years of relevant experience.
  • Preferred background in banking, retail, or sales.
  • Familiarity with Smart Banking tools and technologies.
  • NMLS registration; compliant with the SAFE Act.
  • Demonstrated ability to communicate clearly and concisely in both written and verbal forms.
Education:
  • Bachelor's Degree or equivalent experience.
This job description provides a high-level overview of the responsibilities associated with this role. Additional job-related duties may be assigned as necessary.

Job Family Group:
Consumer Sales

Job Family:
Branch Sales

Time Type:
Full-Time

Primary Location:
Chicago, Illinois, United States

Compensation:
$54,000 - $75,500.00

In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi provides competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For further information regarding Citi employee benefits, please visit the official website. Available offerings may vary by jurisdiction, job level, and date of hire.

Citi is an equal opportunity and affirmative action employer.

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.

Citigroup Inc. and its subsidiaries invite all qualified interested applicants to apply for career opportunities. 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, please review the accessibility options provided.

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