Citi
Personal Banker SAFE ACT - Friendship Heights branch
Citi, Washington, District Of Columbia, United States, 20599
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 include: Working with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products Building referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program Assisting in strategies to grow the small business client and implementing appropriate sales plans to target Book of Business customers Delivering 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 Providing Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals Recognizing transaction needs of clients, educating clients on all service and digital channels and leveraging technology/marketing tools available to uncover opportunities, and presenting product offers/financial solutions Understanding and complying with Citibank policies, standards and procedures Appropriately assessing 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 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 Consistently demonstrates clear and concise written and verbal communication skills Education: Bachelor's Degree/University degree or equivalent experience
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 include: Working with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products Building referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program Assisting in strategies to grow the small business client and implementing appropriate sales plans to target Book of Business customers Delivering 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 Providing Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals Recognizing transaction needs of clients, educating clients on all service and digital channels and leveraging technology/marketing tools available to uncover opportunities, and presenting product offers/financial solutions Understanding and complying with Citibank policies, standards and procedures Appropriately assessing 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 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 Consistently demonstrates clear and concise written and verbal communication skills Education: Bachelor's Degree/University degree or equivalent experience