Job Description: The Personal Banker SAFE Act will acquire, deepen, and retain relationships with new and existing Retail Bank clients. The overall objective of this role is to foster relationships with clients through in person, phone, and video engagement to build client satisfaction and loyalty, increase sales, deepen relationships, and drive increased engagement with Citi products and services. This role is responsible for the execution of sales and service activities in coordination with key internal partners. Job Responsibilities: Appropriately assess risk when business decisions are made, demonstrating 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. Recognize transaction needs of clients and educate clients on service and digital channels for providing assistance with self-service Understand and comply with Citibank policies, standards and procedures to ensure the security of the bank’s and clients’ assets Cultivate relationships with partners, including Small Business, Home Lending and Personal Wealth Management, enabling you to fulfill or provide appropriate referrals to meet client needs Leverage phone, e-mail, and video channels to perform regular customer outreach including outbound sales, follow ups on pending recommendations and services, and proactive check-ins; maximize the effectiveness of these calls through appropriate planning and prioritization Deepen existing client relationships by investing time getting to know your clients, transforming these learnings into meaningful recommendations, and staying connected beyond the point of sale Represent Citibank as a brand ambassador, an expert on Citi’s products and their benefits and an educator on digital innovations Drive client satisfaction through delivery of exceptional client experience, acquire new relationships and deepen existing relationships through the presentation of relevant products and services Grow your assigned book of business by leveraging inbound and outbound interactions with new and existing clients to share the Citi value proposition, uncover stated and unstated client needs and transform service transactions into sales/referral opportunities Invest in personal development and provide peer mentoring as appropriate within the team Job Requirements: NMLS registration; Safe Act compliant Previous banking, retail, or sales experience preferred Flexible and adaptable; able to quickly assess a situation and identify next steps Confident, articulate, and empathetic; able to successfully build trust, overcome objections or concerns, and uncover unstated needs through both in-person and remote channels Comfortable performing inbound/outbound sales activities including developing and executing a sales plan and clearly communicating features and benefits of financial products/services Demonstrated ability to cultivate relationships and identify and execute on opportunities for growth Strong integrity and professionalism Digitally savvy; comfortable adopting new technologies, explaining digital tools to clients, and interacting with clients across multiple channels (both in-person and virtual) Proficient computer skills and banking technology skills Clear and concise written and verbal communication skills; able to engage in sensitive discussions on financial goals and needs. Consistently demonstrates clear and concise written and verbal communication skills Proficient sales skills Team oriented and collaborative; able to maintain strong relationships with partners and create a seamless referral experience for clients when appropriate Excellent attention to detail. Qualification & Experience: High School diploma or equivalent 2-4 years of relevant experience. Job Details: Company: Citi Vacancy Type: Full Time Job Location: Boston, MA, US Application Deadline: N/A Apply Here vacancyvite.com
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