Citigroup - Lake Forest, CA
posted 4 months ago
The Personal Banker SAFE Act position at the Lake Forest Branch is an entry-level role focused on assisting in the execution of sales, products, and service activities in collaboration with the customer service team. The primary objective of this role is to foster strong relationships with customers, thereby building loyalty and enhancing sales to individual consumer clients. This position requires a proactive approach to customer engagement, ensuring that clients receive exceptional service while also identifying opportunities for cross-selling relevant products and services. In this role, the Personal Banker will work with business credit requests under $250K, recognizing and referring larger lending opportunities as necessary. The banker will also be responsible for building referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program. Additionally, the banker will assist in developing strategies to grow the small business client base and implement sales plans targeting Book of Business customers. The Personal Banker will engage in client services through outbound and inbound calls, aiming to acquire new relationships and deepen existing ones. This involves delivering a remarkable client experience while effectively cross-selling products and services. The banker will also provide coaching and guidance to Tellers and other branch staff regarding products and special programs, ensuring that client needs are identified and appropriate referrals are made. Compliance with Citibank policies, standards, and procedures is crucial in this role. The Personal Banker must assess risks associated with business decisions, demonstrating a commitment to the firm's reputation and safeguarding Citigroup, its clients, and assets. This includes adhering to applicable laws, rules, and regulations, applying sound ethical judgment, and managing control issues with transparency.