Personal Banker SAFE Act , Pacific Heights Branch

Citi•San Francisco, CA

About The Position

Deepen existing client relationships by investing time getting to know your clients, transforming these learnings into meaningful recommendations, and staying connected beyond the point of sale while delivering remarkable client experience Leverage phone, e-mail, and video channels to perform regular customer outreach including outbound sales, follow ups on pending recommendations and services, and proactive check-ins; maximize the effectiveness of these calls through appropriate planning and prioritization Cultivate relationships with partners, including Small Business, Home Lending and Personal Wealth Management, enabling you to fulfill or provide appropriate referrals to meet client needs Invest in personal development and provide peer mentoring as appropriate within the team Digitally savvy; comfortable adopting new technologies, explaining digital tools to clients, and interacting with clients across multiple channels (both in-person and virtual) 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 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 Drive client satisfaction through delivery of exceptional client experience, acquire new relationships and deepen existing relationships through the presentation of relevant products and services Monday to Wednesday 8:30am-5:30pm, Thursday 12:00 am-3:00pm, Friday 8:30am-5:30pm, Saturday 9:30am-2:30pm This is a rotating Saturday schedule. The schedule is subjected to change.

Requirements

2-4 Years of relevant experience; banking/finance, retail, or sales experience preferred
High school diploma or equivalent required; bachelor's degree preferred
Consistently demonstrates clear and concise written and verbal communication skills
Demonstrated ability to cultivate relationships and identify and execute on opportunities for growth
Excellent attention to detail
Strong integrity and professionalism
Proficient computer skills and banking technology skills
NMLS registration; Safe Act compliant

Responsibilities

Deepen existing client relationships by investing time getting to know your clients, transforming these learnings into meaningful recommendations, and staying connected beyond the point of sale while delivering remarkable client experience
Leverage phone, e-mail, and video channels to perform regular customer outreach including outbound sales, follow ups on pending recommendations and services, and proactive check-ins; maximize the effectiveness of these calls through appropriate planning and prioritization
Cultivate relationships with partners, including Small Business, Home Lending and Personal Wealth Management, enabling you to fulfill or provide appropriate referrals to meet client needs
Invest in personal development and provide peer mentoring as appropriate within the team
Digitally savvy; comfortable adopting new technologies, explaining digital tools to clients, and interacting with clients across multiple channels (both in-person and virtual)
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
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
Drive client satisfaction through delivery of exceptional client experience, acquire new relationships and deepen existing relationships through the presentation of relevant products and services