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Personal Banker SAFE Act, South Park Slope Branch

L3

citigroupNew York, NY9 days ago

Occupations

Sales and Related Workers, All OtherNew Accounts ClerksSales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

Industries

Commercial BankingSavings Institutions and Other Depository Credit IntermediationOther Activities Related to Credit Intermediation
Personal Banker Safe Act, South Park Slope Branch Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.
Job Overview: The Personal Banker Safe Act is an entry level position responsible for the assistance 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 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 and 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 technologiesNMLS registration; Safe Act compliant
  • Consistently demonstrates clear and concise written and verbal communication skills
  • EducationBachelor's Degree/University degree or equivalent experience
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Apply now (opens in a new tab)

Level

JuniorL3

Location

New York, NY

Occupation

Sales and Related Workers, All Other

Industry

Commercial Banking

Posted

9 days ago

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