What are the responsibilities and job description for the Personal Banker - Relationship Builder position at Citigroup Inc?
The Personal Banker role at Citigroup Inc. is an entry-level position responsible for assisting in the execution of sales, products, or service activities in coordination with the customer service team. The primary objective of this role is to foster strong relationships with customers to build loyalty and increase sales to individual consumer clients.
**Key Responsibilities:**
- Work with business credit requests less than $250K, recognize 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.
- Assist in 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-sell of relevant products and services while delivering a remarkable client experience.
- 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 available to uncover opportunities and present product offers and financial solutions.
- Understand and comply with Citigroup Inc.'s policies, standards, 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.
**Requirements:**
- 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 role provides a high-level overview of the types of work performed. Other job-related duties may be assigned as required.
**Job Family Group:**
Consumer Sales
**Job Family:**
Branch Sales
**Time Type:**
Full time
**Primary Location:**
Citigroup Inc.
Citigroup Inc. offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
**Citigroup Inc. is an equal opportunity and affirmative action employer.**
Salary : $250,000
