Personal Banker SAFE Act - (9th/42nd) Manhattan Plaza Branch

Job Title

Personal Banker SAFE Act

Overview

An entry-level position responsible for assisting in the execution of sales, product or service activities in coordination with the customer service team. The objective is to foster relationships with customers to build loyalty and help increase sales to individual consumer clients.

Responsibilities

• Work with business credit requests under $250K, recognize/refer larger lending opportunities, and cross-sell treasury and related small business products.
• Build referral 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 through outbound/inbound calls to acquire new relationships and deepen existing relationships via cross-selling relevant products and services, while delivering a remarkable client experience.
• Provide coaching and guidance to Tellers and other branch staff on products, special programs, client needs, and referrals.
• Identify client transaction needs, educate on service and digital channels, leverage technology/marketing tools to uncover opportunities, and present product offers/financial solutions.
• Understand and comply with Citibank policies, standards, and procedures.
• Assess risk in business decisions, safeguarding the firm’s reputation and assets by driving compliance with laws and regulations, adhering to policy, applying ethical judgment, and escalating 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

Location & Compensation

Primary Location: New York, New York, United States

Time Type: Full Time

Primary Location Full Time Salary Range: $61,280.00 - $85,520.00

In addition to salary, Citi’s offerings may include discretionary and formulaic incentive and retention awards. Citi offers comprehensive benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; and paid time off packages (vacation, sick leave, and holidays). Availability of benefits may vary by jurisdiction, job level, and date of hire. For more information, visit citibenefits.com.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date

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Citi is an equal opportunity employer. Qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law.

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