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 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
This job description provides a high-level review of the types of work
performed. Other job-related duties may be assigned as required.
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JOB FAMILY GROUP:
Consumer Sales
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JOB FAMILY:
Branch Sales
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TIME TYPE:
Full time
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PRIMARY LOCATION:
Los Angeles California United States
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PRIMARY LOCATION FULL TIME SALARY RANGE:
$58,190.00 - $81,210.00
In addition to salary, Citi’s offerings may also include, for eligible
employees, discretionary and formulaic incentive and retention awards. Citi
offers competitive employee benefits, including: medical, dental & vision
coverage; 401(k); life, accident, and disability insurance; and wellness
programs. Citi also offers paid time off packages, including planned time off
(vacation), unplanned time off (sick leave), and paid holidays. For additional
information regarding Citi employee benefits, please visit citibenefits.com.
Available offerings may vary by jurisdiction, job level, and date of hire.
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MOST RELEVANT SKILLS
Please see the requirements listed above.
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OTHER RELEVANT SKILLS
For complementary skills, please see above and/or contact the recruiter.
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ANTICIPATED POSTING CLOSE DATE:
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AUTOMATED PROCESSING AND AI
We use automated processing, including artificial intelligence, for our
legitimate business interests (or our reasonable and appropriate business
purposes) to identify and align the candidate's skills and abilities with a
specific job opening. Additionally, if you so choose, or consent, we can match
your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your
suitability for a role, are conducted, checked, and decided by individuals. Our
automated processing and AI do not involve relying on automatic or autonomous
decision-making. Please refer to any Jurisdictional Considerations, with
specific provisions for your country (where relevant) for further details.
Illinois residents – AI Notice and Right
[https://tbcdn.talentbrew.com/company/287/cms/v3/docs/policies/Illinois_Career_Supplement_a11y.pdf]
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Citi is an equal opportunity employer, and qualified candidates will receive
consideration without regard to their race, color, religion, sex, sexual
orientation, gender identity, national origin, disability, status as a protected
veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use
our search tools and/or apply for a career opportunity review Accessibility at
Citi
[https://www.citigroup.com/citi/accessibility/application-accessibility.htm].
View Citi’s EEO Policy Statement
[https://www.citigroup.com/global/eeo-aa-policy] and the Know Your Rights
[https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf]
poster.