Citigroup Transaction Services (M) Sdn. Bhd. logo
Citigroup Transaction Services (M) Sdn. Bhd.2 weeks ago

Personal Banker SAFE ACT, San Pablo | Richmond | Albany Area, Officer

$61,280–$85,520 year

On-site · San Pablo, California, United States

Type
Full Time
Level
Entry Level
Education
Bachelors Degree
Company size
Unknown

Job Summary

Assist in the execution of sales, products or service activities in coordination with the customer service team; foster relationships with customers to build loyalty and increase sales to individual consumer clients; cross-sell treasury and related small business products; develop referral opportunities through Centers of Influence (COIs) and the MGM program; support strategies to grow the small business client and implement sales plans targeting Book of Business customers; deliver client services via outbound and inbound calls to acquire new relationships and deepen existing ones; coach Teller and branch staff on products and programs, identifying client needs and providing referrals; educate clients on services and digital channels and leverage technology and marketing tools to uncover opportunities and present product offers; ensure compliance with Citibank policies, standards and procedures and manage risk with ethical judgment and transparency.

Required Qualifications

  • 0-2 years of relevant experience
  • Previous banking, retail, or sales experience preferred
  • NMLS registration; Safe Act compliant
  • Bachelor's Degree/University degree or equivalent experience
  • Knowledge of Smart Banking tools and technologies
  • Excellent written and verbal communication skills
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$61k – $86k / yr

Personal Banker SAFE ACT, San Pablo | Richmond | Albany Area, Officer · Citigroup Transaction Services (M) Sdn. Bhd.

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