Client Relationship Banker
2 weeks ago
The Client Relationship Banker position is an entry-level role focused on supporting the execution of sales and service initiatives in collaboration with the customer service team. The primary aim of this position is to cultivate strong relationships with clients to enhance loyalty and drive sales among individual consumer accounts.
Key Responsibilities:
+ Manage business credit applications under $250K, identify and refer larger lending opportunities, and promote treasury and related small business offerings.
+ Develop referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) initiative.
+ Assist in implementing strategies to expand the small business client base and execute targeted sales plans for Book of Business customers.
+ Conduct client services, including outbound and inbound calls, to establish new relationships and strengthen existing ones through the cross-selling of relevant products and services while ensuring an exceptional client experience.
+ Provide coaching and support to Tellers and other branch personnel regarding products and special programs, identifying client needs, and making suitable referrals.
+ Recognize client transaction requirements, educate clients on all service and digital channels, and utilize available technology and marketing tools to uncover opportunities, presenting tailored product offers and financial solutions.
+ Adhere to Citigroup policies, standards, and procedures.
+ Assess risks in business decisions, demonstrating a 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.
+ Previous experience in banking, retail, or sales is preferred.
+ Familiarity with Smart Banking tools and technologies.
+ NMLS registration; compliant with the Safe Act.
+ Demonstrates clear and effective written and verbal communication skills.
Education:
+ Bachelor's Degree or equivalent experience.
This job description provides a high-level overview of the responsibilities involved. Additional job-related duties may be assigned as necessary.
Job Family Group:
Consumer Sales
Job Family:
Branch Sales
Time Type:
Full time
Compensation:
Competitive salary and benefits package, including medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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