Personal Banker Safe Act

• Work with business credit requests less than $250K
• Recognize/refer larger lending opportunities
• Cross sell treasury and related small business products
• Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program
• Assist in strategies to grow the small business client
• Implement appropriate sales plans to target Book of Business customers
• Deliver client services/outbound calls/inbound calls to acquire new relationships
• Deepen existing relationships through cross-sell of relevant products and services
• Provide Tellers and other branch staff with coaching and guidance
• Recognize transaction needs of clients
• Educate clients on all service and digital channels
• Leverage technology/marketing tools to uncover opportunities
• Understand and comply with Citibank policies, standards and procedures
• Assess risk when business decisions are made

• 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

Mandarin Speaking Preferred

• Medical, dental & vision coverage
• 401(k)
• Life, accident, and disability insurance
• Wellness programs
• Paid time off packages including vacation, sick leave, and paid holidays
• Discretionary and formulaic incentive and retention awards