Personal Banker SAFE Act - Montgomery Branch

Personal Banker Safe Act

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 include working with business credit requests less than $250K, recognizing / referring larger lending opportunities and cross selling treasury and related small business products. It also involves building referral business opportunities through Centers of Influence and the Member Get Member Program. Additionally, the role assists in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers. The position delivers 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. It provides coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals. The role recognizes transaction needs of clients, educates clients on all service and digital channels and leverages technology / marketing tools available to uncover opportunities, and presents product offers / financial solutions. Understanding and complying with Citibank policies, standards, and procedures is also part of the role. Appropriately assessing risk when business decisions are made and 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 is crucial.

Qualifications include 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, and consistently demonstrates clear and concise written and verbal communication skills. Education required is a 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. Job Family Group : Consumer Sales. Job Family : Branch Sales. Time Type : Full time. Primary Location : Gaithersburg Maryland United States. 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.