What are the responsibilities and job description for the Personal Banker: SAFE Act Bilingual Role position at Citigroup Inc?
Job Summary
The Personal Banker SAFE Act role is an entry-level position that assists in the execution of sales, products, or service activities in coordination with the customer service team. The primary objective of this position is to foster relationships with customers to build loyalty and increase sales to individual consumer clients.
Key Responsibilities
- 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 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/marketing tools available to uncover opportunities, and present product offers/financial solutions
- Understand and comply with Citibank 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
- 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.
