Citi
Personal Banker SAFE Act - Bloomingdale Branch
Citi, Bloomingdale, Illinois, United States, 60108
Personal Banker SAFE Act - Bloomingdale Branch
Apply for the
Personal Banker SAFE Act - Bloomingdale Branch
role at
Citi .
The Personal Banker SAFE Act is an entry‑level position responsible for assisting 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, build loyalty, and 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 a remarkable client experience.
Provide tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and making appropriate referrals.
Recognize transaction needs of clients, educate clients on all service and digital channels, and leverage technology/marketing tools available to uncover opportunities, presenting 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, and applying sound ethical judgment regarding personal behavior, conduct, and business practices.
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.
Primary Location: Bloomingdale, Illinois, United States.
Full‑time Salary Range: $54,100.00 – $75,500.00. In addition to salary, Citi offers discretionary and formulaic incentive and retention awards, as well as competitive medical, dental, vision coverage; 401(k); life, accident, and disability insurance; wellness programs; and paid time off packages.
Citi is an equal‑opportunity employer and qualified candidates will receive consideration regardless of 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 have a disability and require reasonable accommodation to use our search tools or apply for a career opportunity, please contact us.
Job Family Group Consumer Sales
Job Family Branch Sales
Time Type Full time
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Personal Banker SAFE Act - Bloomingdale Branch
role at
Citi .
The Personal Banker SAFE Act is an entry‑level position responsible for assisting 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, build loyalty, and 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 a remarkable client experience.
Provide tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and making appropriate referrals.
Recognize transaction needs of clients, educate clients on all service and digital channels, and leverage technology/marketing tools available to uncover opportunities, presenting 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, and applying sound ethical judgment regarding personal behavior, conduct, and business practices.
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.
Primary Location: Bloomingdale, Illinois, United States.
Full‑time Salary Range: $54,100.00 – $75,500.00. In addition to salary, Citi offers discretionary and formulaic incentive and retention awards, as well as competitive medical, dental, vision coverage; 401(k); life, accident, and disability insurance; wellness programs; and paid time off packages.
Citi is an equal‑opportunity employer and qualified candidates will receive consideration regardless of 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 have a disability and require reasonable accommodation to use our search tools or apply for a career opportunity, please contact us.
Job Family Group Consumer Sales
Job Family Branch Sales
Time Type Full time
#J-18808-Ljbffr