Personal Banker SAFE ACT - Friendship Heights branch

Personal Banker Safe Act - Friendship Heights Branch

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 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 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.