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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.
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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.
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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.
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Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals. 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.
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Understand and comply with Citibank policies, standards and procedures. Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program. Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products.
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Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.
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Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers. In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.
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NMLS registration; Safe Act compliant. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
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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. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
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Consistently demonstrates clear and concise written and verbal communication skills. This job description provides a high-level review of the types of work performed. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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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. Knowledge of Smart Banking tools and technologies.
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Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. Citi is an equal opportunity and affirmative action employer. Previous banking, retail, or sales experience preferred.
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Bachelor's Degree/University degree or equivalent experience. View the " EEO is the Law " poster. Other job-related duties may be assigned as required. View the EEO is the Law Supplement. View the Pay Transparency Posting.
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Provide daily support by assisting customers via diverse contact channels to include: inbound/outbound calls, live chat, secure messages, and email with professionalism and urgency. Operate with an emphasis on building lasting relationships and creating positive experiences to drive results and engagement levels.
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0-2 years of relevant experience. New York New York United States.
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on site inbound calls personal banker jobs in Youngtown, Arizona
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