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
Social Impact
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
  • 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
  • NMLS registration; Safe Act compliant
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
  • This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies 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.

Citigroup provides a wide range of financial services, including consumer banking, corporate and investment banking, and wealth management, to clients around the world. Its services include loans, credit products, securities brokerage, and asset management, catering to individual consumers, businesses, and government entities. Citigroup operates in over 160 countries, utilizing its extensive global network and technology to offer efficient financial solutions. Unlike many competitors, Citigroup emphasizes its commitment to sustainability and social responsibility through significant investments in environmental, social, and governance initiatives. The company's goal is to facilitate international trade and investment while managing financial assets and providing liquidity in the global financial system.

Company Stage

IPO

Total Funding

$59.8M

Headquarters

Tel Aviv-Yafo, Israel

Founded

1812

Simplify Jobs

Simplify's Take

What believers are saying

  • Citi's partnership with Mastercard enhances its position in the digital banking sector.
  • The introduction of 'Green Deposits' taps into the growing sustainable banking market.
  • Citi's involvement with Jumia positions it strategically in the expanding African e-commerce market.

What critics are saying

  • Increased competition from digital platforms like Versana may challenge Citi's market position.
  • Citi's 'Green Deposits' could face scrutiny if environmental impacts are questioned.
  • The volatile African e-commerce market poses risks to Citi's partnership with Jumia.

What makes Citigroup unique

  • Citi's global reach spans over 160 countries, offering unmatched international banking services.
  • The company integrates ESG initiatives into its operations, appealing to socially conscious investors.
  • Citi's technological infrastructure supports innovative solutions like Google Pay Plex accounts.

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