Personal Banker SAFE Act - Friendship Heights Branch

Citi • Washington, DC

8d • $58,190 - $81,210

About The Position

The Personal Banker SAFE Act is an entry-level role that assists with sales, product, and service activities in coordination with the customer service team. The position focuses on building customer relationships and loyalty while increasing sales to individual consumer clients. The role also supports small business client growth, serves customers through branch and remote interactions, and identifies relevant products and services for their needs.

Requirements

• 0–2 years of relevant experience.
• NMLS registration and compliance with the SAFE Act.
• Consistently demonstrate clear and concise written and verbal communication skills.
• Bachelor's degree, university degree, or equivalent experience.

Nice To Haves

• Previous banking, retail, or sales experience.
• Knowledge of Smart Banking tools and technologies.

Responsibilities

• Work with business credit requests under $250,000, refer larger lending opportunities, and cross-sell treasury and related small business products.
• Build referral business through Centers of Influence (COIs) and the Member Get Member (MGM) Program.
• Assist with strategies to grow the small business client base and implement sales plans for Book of Business customers.
• Deliver client services and make outbound and inbound calls to acquire new relationships and deepen existing ones through cross-selling relevant products and services while providing a remarkable client experience.
• Coach and guide tellers and other branch staff on products and special programs, identifying client needs, and making appropriate referrals.
• Recognize clients' transaction needs, educate them about service and digital channels, use available technology and marketing tools to identify opportunities, and present product offers and financial solutions.
• Understand and comply with Citibank policies, standards, and procedures.
• Assess risk in business decisions, protect the firm's reputation and the assets of Citigroup and its clients, comply with applicable laws and policies, apply sound ethical judgment, and transparently escalate, manage, and report control issues.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• 401(k)
• Life insurance
• Accident insurance
• Disability insurance
• Wellness programs
• Paid vacation
• Paid sick leave
• Paid holidays
• Discretionary and formulaic incentive and retention awards for eligible employees

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level