Full-Time

Personal Banker

Safe Act, Denovo

Confirmed live in the last 24 hours

Citigroup

Citigroup

10,001+ employees

Global financial services and banking solutions

Fintech
Financial Services

Compensation Overview

$58.2k - $81.2kAnnually

+ Incentive Awards + Retention Awards

Junior, Mid

Washington, DC, USA

Category
Sales & Trading
Finance & Banking
Required Skills
Sales
Requirements
  • 2-4 Years of relevant experience; banking/finance, retail, or sales experience preferred
  • High school diploma or equivalent required; Bachelor’s Degree preferred
  • NMLS registration; Safe Act compliant
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Demonstrated ability to cultivate relationships and identify and execute on opportunities for growth
  • Excellent attention to detail
  • Strong integrity and professionalism
  • Proficient computer skills and banking technology skills
Responsibilities
  • 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 while delivering remarkable client experience
  • Represent Citibank as a brand ambassador, an expert on Citi’s products and their benefits and an educator on digital innovations
  • 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
  • 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
  • Invest in personal development and provide peer mentoring as appropriate within the team
  • Digitally savvy; comfortable adopting new technologies, explaining digital tools to clients, and interacting with clients across multiple channels (both in-person and virtual)
  • 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
  • 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
  • Drive client satisfaction through delivery of exceptional client experience, acquire new relationships and deepen existing relationships through the presentation of relevant products and services
  • Understand and comply with Citibank policies, standards and procedures to ensure the security of the bank’s and clients’ assets
  • 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.

Citigroup provides a variety of financial services to individuals, businesses, and governments around the world. Its offerings include consumer banking, credit services, corporate and investment banking, securities brokerage, and wealth management. The company operates in over 160 countries, allowing it to facilitate cross-border transactions and serve a diverse clientele. Citigroup's products work by leveraging its extensive global network and technology to provide efficient banking solutions, generating revenue through interest on loans, service fees, trading, and investment management. What sets Citigroup apart from its competitors is its strong focus on sustainability and social responsibility, as demonstrated by its investments in environmental, social, and governance (ESG) initiatives. The company's goal is to create a positive financial and social impact while ensuring growth and profitability.

Company Stage

IPO

Total Funding

$59.8M

Headquarters

New York City, New York

Founded

1812

Growth & Insights
Headcount

6 month growth

12%

1 year growth

12%

2 year growth

1%
Simplify Jobs

Simplify's Take

What believers are saying

  • Citi's investment in Pylon enhances access to institutional-grade mortgage products.
  • The €410 million investment in SeQura supports international market expansion.
  • Citi strengthens SME lending with a £200 million debt funding package for iwoca.

What critics are saying

  • Increased competition from fintechs like Pylon may lead to market cannibalization.
  • SeQura's expansion may not meet expectations, affecting Citi's returns.
  • Citi's large debt funding packages increase exposure to credit risk.

What makes Citigroup unique

  • Citi operates in over 160 countries, offering a vast global network.
  • The company integrates technological innovations for seamless banking solutions.
  • Citi's commitment to ESG initiatives sets it apart in sustainability efforts.

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