Personal Banker Jobs

About The Position

Requirements

• 0–2 years of relevant experience.
• NMLS registration and SAFE Act compliance.
• 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, recognize and 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 targeting 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 delivering a remarkable client experience.
• Coach and guide Tellers and other branch staff on products and special programs, identifying client needs, and providing appropriate referrals.
• Recognize clients’ transaction needs, educate them on service and digital channels, and use available technology and marketing tools to identify opportunities and present product offers or financial solutions.
• Understand and comply with Citibank policies, standards, and procedures.
• Assess risk appropriately 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 insurance
• Dental insurance
• Vision coverage
• 401(k)
• Life, accident, and disability insurance
• Wellness programs
• Paid time off, including planned vacation and unplanned sick leave
• Paid holidays
• Eligible employees may receive discretionary and formulaic incentive and retention awards.