Citigroup - Burlingame, CA
posted 2 months ago
The Personal Banker SAFE Act is an entry-level position designed to assist in the execution of sales, products, or service activities in collaboration with the customer service team. The primary goal of this role is to foster strong relationships with customers, thereby building loyalty and enhancing sales to individual consumer clients. This position plays a crucial role in the bank's efforts to grow its small business client base and implement effective sales strategies targeting Book of Business customers. In this role, the Personal Banker will work with business credit requests under $250K, while also recognizing and referring larger lending opportunities. The banker will be responsible for cross-selling treasury and related small business products, as well as building referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program. The Personal Banker will deliver client services through outbound and inbound calls, aiming to acquire new relationships and deepen existing ones by cross-selling relevant products and services, all while ensuring a remarkable client experience. Additionally, the Personal Banker will provide coaching and guidance to Tellers and other branch staff on products and special programs, helping to identify client needs and provide appropriate referrals. The role requires a strong understanding of client transaction needs, educating clients on all service and digital channels, and leveraging available technology and marketing tools to uncover opportunities and present product offers and financial solutions. Compliance with Citibank policies, standards, and procedures is essential, as is the ability to assess risk in business decisions, ensuring the firm's reputation and safeguarding Citigroup, its clients, and assets.