Demo

Financial Services Representative

Citigroup Inc
Yorktown Heights, NY Full Time
POSTED ON 4/24/2025
AVAILABLE BEFORE 5/24/2025

As a Personal Banker at Citigroup Inc, you will play a key role in fostering relationships with customers to build loyalty and increase sales to individual consumer clients. Your primary objective will be to execute sales, products or service activities in coordination with the customer service team, identifying opportunities to cross-sell relevant products and services while delivering exceptional client experiences.

**Responsibilities:**

• Work with business credit requests less than $250K, recognizing larger lending opportunities and cross-selling treasury and related small business products.

• Develop referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program.

• Assist in developing strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers.

• Deliver client services, outbound calls, and inbound calls to acquire new relationships and deepen existing relationships through the cross-selling of relevant products and services.

• 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 and marketing tools to uncover opportunities and present product offers and financial solutions.

• Understand and comply with Citigroup Inc policies, standards, and procedures.

• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup Inc, 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.

**Qualifications:**

• 0-2 years of relevant experience.

• Previous banking, retail, or sales experience preferred.

• Knowledge of Smart Banking tools and technologies.

• NMLS registration; Safe Act compliant.

• Consistently demonstrates clear and concise written and verbal communication skills.

**Education:**

• Bachelor's Degree/University degree or equivalent experience.

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Salary : $250,000

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Financial Services Representative?

Sign up to receive alerts about other jobs on the Financial Services Representative career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$157,794 - $204,603
Income Estimation: 
$289,970 - $403,434
Income Estimation: 
$74,518 - $109,554
Income Estimation: 
$80,252 - $127,153
Income Estimation: 
$99,661 - $137,425
Income Estimation: 
$99,661 - $137,425
Income Estimation: 
$116,293 - $166,477
Income Estimation: 
$135,979 - $195,706
Income Estimation: 
$135,979 - $195,706
Income Estimation: 
$220,587 - $322,370
Income Estimation: 
$182,497 - $259,882
Income Estimation: 
$61,470 - $109,282
Income Estimation: 
$74,629 - $118,064
Income Estimation: 
$74,518 - $109,554
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Citigroup Inc

Citigroup Inc
Hired Organization Address Wilmington, DE Full Time
U.S. Personal Banking (USPB) is a major business at Citi. The In-Business Credit & Franchise Risk Organization within US...
Citigroup Inc
Hired Organization Address Jersey, NJ Full Time
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countr...
Citigroup Inc
Hired Organization Address Atlanta, GA Full Time
You're the brains behind our work. You're ready to bring your knowledge from the classroom to the boardroom; and Citi wa...
Citigroup Inc
Hired Organization Address Bloomingdale, IL Full Time
The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty k...

Not the job you're looking for? Here are some other Financial Services Representative jobs in the Yorktown Heights, NY area that may be a better fit.

Financial Services Representative

PCSB Bank, Yorktown Heights, NY

FINANCIAL SERVICES REPRESENTATIVE

Primerica, New York, NY

AI Assistant is available now!

Feel free to start your new journey!