Personal Banker, Citi

Citi

Location:
United States, Gaithersburg

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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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 customer relationships and grow sales to individual consumer clients.

Job Responsibility:

Work with business credit requests less than $250K, recognize/refer larger lending opportunities and 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 and implement appropriate sales plans to target Book of Business customers
Deliver 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 experience
Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
Recognize 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 solutions
Understand and comply with Citibank policies, standards and procedures
Appropriately 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

Requirements:

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

Nice to have:

Previous banking experience
Previous sales experience

What we offer:

Medical, dental, & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages (vacation, sick leave, paid holidays)

Additional Information:

Job Posted:
October 29, 2025

Expiration:
November 04, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Personal Banker