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.
Responsibilities:
- Work with business credit requests less than $250K, recognize/refer 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/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering a remarkable client experience.
- 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, 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.
Qualifications:
- 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.
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Job Family Group: Consumer Sales
Job Family: Branch Sales
Time Type: Full time
Primary Location: Millbrae, California, United States
Primary Location Full Time Salary Range: $61,280.00 - $85,520.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers 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 additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Anticipated Posting Close Date: Oct 11, 2024
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 ("Citi”) 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, review Accessibility at Citi.
View the EEO is the Law poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting.
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