Friday , January 27 2023

Jobs at Citibank – Personal Banker

Website Citi

Job Description:

The Personal Banker SAFE Act will acquire, deepen, and retain relationships with new and existing Retail Bank clients. The overall objective of this role is to foster relationships with clients through in person, phone, and video engagement to build client satisfaction and loyalty, increase sales, deepen relationships, and drive increased engagement with Citi products and services. This role is responsible for the execution of sales and service activities in coordination with key internal partners.


Job Responsibilities:

  • Represent Citibank as a brand ambassador, an expert on Citi’s products and their benefits and an educator on digital innovations
  • Cultivate relationships with partners, including Small Business, Home Lending and Personal Wealth Management, enabling you to fulfill or provide appropriate referrals to meet client needs
  • Recognize transaction needs of clients and educate clients on service and digital channels for providing assistance with self-service
  • Grow your assigned book of business by leveraging inbound and outbound interactions with new and existing clients to share the Citi value proposition, uncover stated and unstated client needs and transform service transactions into sales/referral opportunities
  • Deepen existing client relationships by investing time getting to know your clients, transforming these learnings into meaningful recommendations, and staying connected beyond the point of sale
  • Understand and comply with Citibank policies, standards and procedures to ensure the security of the bank’s and clients’ assets
  • Invest in personal development and provide peer mentoring as appropriate within the team
  • Leverage phone, e-mail, and video channels to perform regular customer outreach including outbound sales, follow ups on pending recommendations and services, and proactive check-ins; maximize the effectiveness of these calls through appropriate planning and prioritization
  • Drive client satisfaction through delivery of exceptional client experience, acquire new relationships and deepen existing relationships through the presentation of relevant products and services

Job Requirements:

  • 2-4 years of relevant experience
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Strong integrity and professionalism
  • Proficient computer skills and banking technology skills
  • Confident, articulate, and empathetic; able to successfully build trust, overcome objections or concerns, and uncover unstated needs through both in-person and remote channels
  • NMLS registration; Safe Act compliant
  • Demonstrated ability to cultivate relationships and identify and execute on opportunities for growth
  • Team oriented and collaborative; able to maintain strong relationships with partners and create a seamless referral experience for clients when appropriate
  • Excellent attention to detail
  • High School diploma or equivalent
  • Proficient sales skills
  • Previous banking, retail, or sales experience preferred
  • Clear and concise written and verbal communication skills; able to engage in sensitive discussions on financial goals and needs.

Job Details:

Company: Citi

Vacancy Type:  Full Time

Job Location: Miami, FL, US

Application Deadline: N/A

Apply Here

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