The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.Responsibilities:Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business productsBuild referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) ProgramAssist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customersDeliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experienceProvide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referralsRecognize 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 solutionsUnderstand and comply with Citibank policies, standards and proceduresAppropriately 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.Qualifications:0-2 years of relevant experiencePrevious banking, retail, or sales experience preferredKnowledge of Smart Banking tools and technologiesNMLS registration; Safe Act compliantConsistently demonstrates clear and concise written and verbal communication skillsEducation:Bachelor's Degree/University degree or equivalent experienceThis job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
By applying, you consent to your information being transmitted by Jooble to the Employer, as data controller, through the Employer’s data processor SonicJobs.
See Citi Terms & Conditions at and Privacy Policy at and SonicJobs Privacy Policy at and Terms of Use at
...Job Description Job Position: Maintenance Location: Metairie, LA 70001 Pay Rate: $22 - $28/hr Shift: Description: InterSolutions is hiring Apartment HVAC Technicians to service apartment communities! If you have HVAC experience and are seeking a full-...
...Power Systems PAC As a Senior Manager of Product Offering Management in the Power Systems GBE (Global Business Enterprise) here at Honeywell Aerospace Technologies, you will play a crucial role in leading the NPI and RMU offering management for the Electric Power...
...The successful Cook is technically competent in food preparation and production, contributes to general galley operations including receiving... ...to coworkers and guests, and acts safely and responsibly. Cook, Prep Cook, Restaurant, Food City Experiences - Hornblower...
...match tenant functions with landlord capabilities. The Principal Project Manager will help support and implement Roche's Global Business Continuity Management Program within Genentech. This includes performing business impact assessments (BIA), and assisting in business...
...customers. We offer a variety of products and services including: Roofing, Siding, Windows, and Gutters. Community Outreach Specialist $50K-$75K - Set appointments for FREE estimates on windows, doors, and other home improvement services. - No Selling! Responsibilities:...