Personal Banker- San Clemente Branch

Company: Citi Bank
Location: San Clemente
Posted on: June 1, 2021

Job Description:

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:Deliver client services and acquire new relationships and deepens existing relationships through the cross sell of relevant products andBuild referral business opportunities through Centers of Influence (COIs) and recommend strategies to grow the consumer and small business client baseHandle small business credit requests up to $100K, recognize/escalate larger lending opportunities and cross sell treasury/ and related small business productsRecognize transaction needs of clients and educate clients on service and digital channels for providing assistance with self-servicePerform calling activities including outbound sales as well as follow upsCoach tellers and other branch staff on products/special programs, identifying client needs, and providing appropriate referralsUnderstand and comply with Citibank policies, standards and procedures to ensure the security of the bank's and clients' assetsAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firms 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:2-4 years of relevant experienceNMLS registration; Safe Act compliantPrevious banking, retail, or sales experience preferredProficient sales skillsConsistently demonstrates clear and concise written and verbal communication skillsProficient computer skills and banking technology skillsEducation:High School diploma or equivalentThis job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Keywords: Citi Bank, San Clemente , Personal Banker- San Clemente Branch, Other , San Clemente, California