Personal banker

Citigroup Inc. Agoura Hills, California
sales consumer sell small business calls tools citigroup family entry level assistance coordination customer service team
November 28, 2022
Citigroup Inc.
Agoura Hills, California
FULL_TIME

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 productsBuild referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) ProgramAssist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customersDeliver 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 experienceProvide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referralsRecognize 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 solutionsUnderstand and comply with Citibank policies, standards and proceduresAppropriately 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.





Safe Act compliantConsistently demonstrates clear and concise written and verbal communication skillsEducation : Bachelor's Degree / University degree or equivalent experienceThis job description provides a high-level review of the types of work performed.


Other job-related duties may be assigned as required.Job Family Group : Consumer SalesJob Family : Branch SalesTime Type : Full timePrimary Location : Agoura Hills California United StatesPrimary Location Salary Range : $56,300.


00 - $78,550.00Citi 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.


Citigroup Inc. and its subsidiaries ("Citi") 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.


View the "EEO is the Law" poster. View the EEO is the Law Supplement.View the EEO Policy Statement.View the Pay Transparency PostingEffective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.


Last updated : 2022-11-28


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