Citigroup Inc
Personal Banker SAFE Act- Manhattan Beach Branch
Citigroup Inc, Manhattan Beach, California, United States, 90266
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
Job Family Group:
Consumer Sales
Job Family:
Branch Sales
Time Type: Full time
Primary Location: Manhattan Beach California United States
Primary Location Full Time Salary Range: $58,190.00 - $81,210.00
Benefits: In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards, medical, dental & vision coverage, 401(k), life, accident, and disability insurance, wellness programs, paid time off packages (vacation, sick leave, and paid holidays). For additional information regarding Citi employee benefits, visit citibenefits.com.
Anticipated Posting Close Date: Nov 14, 2024
EEO Information: Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Accessibility: Citigroup Inc. and its subsidiaries invite all qualified interested applicants to apply for career opportunities. 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.
Additional Information: View the “EEO is the Law” poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting.
Create a job alert for this search Personal Banker • Manhattan Beach, CA, United States
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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
Job Family Group:
Consumer Sales
Job Family:
Branch Sales
Time Type: Full time
Primary Location: Manhattan Beach California United States
Primary Location Full Time Salary Range: $58,190.00 - $81,210.00
Benefits: In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards, medical, dental & vision coverage, 401(k), life, accident, and disability insurance, wellness programs, paid time off packages (vacation, sick leave, and paid holidays). For additional information regarding Citi employee benefits, visit citibenefits.com.
Anticipated Posting Close Date: Nov 14, 2024
EEO Information: Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Accessibility: Citigroup Inc. and its subsidiaries invite all qualified interested applicants to apply for career opportunities. 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.
Additional Information: View the “EEO is the Law” poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting.
Create a job alert for this search Personal Banker • Manhattan Beach, CA, United States
#J-18808-Ljbffr