Updated 30+ days ago

Personal Banker- Maryland Area

Rockville, MD 20857
Full-time, Part-time
Overview

The Personal Banker delivers best-in-class client service to maximize relationship-building opportunities through branch sales and service execution. The Personal Banker acquires new relationships and deepens existing relationships through cross-selling relevant products and services while delivering a remarkable client experience. The Personal Banker educates clients on self-service capabilities and leverages the Attract, Engage and Connect model. When appropriate, the Personal Banker connects clients with specialists.

Success Profile
  • Client-centric
  • Confident
  • Digitally Savvy
  • Problem-solver
  • Relationship expertise
  • Ethically responsible

Glassdoor Reviews

"Citibank is a great company if you want to grow, and they have amazing benefits and their products are great, too." Personal Banker, New York NY

"Great benefits, awesome culture for a bank and supportive management. Ethical sales is taught every day and management will not pressure staff to sell just to meet goals." Personal Banker, San Francisco CA

"Fun, easy work environment and they actually care about your professional growth. Earning potential is high due to all the commissions." Personal Banker, New York, NY

"Always changing, always a challenge. Always a new competition. Always room for moving up." Personal Banker, Florence KY

Responsibilities


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 relations with customers to build loyalty and to help increase sales to individual consumer clients.

Responsibilities:
  • Deliver client services and acquire new relationships and deepens existing relationships through the cross sell of relevant products and
  • Build referral business opportunities through Centers of Influence (COIs) and recommend strategies to grow the consumer and small business client base
  • Handle small business credit requests up to $100K, recognize/escalate larger lending opportunities and cross sell treasury/ and related small business products
  • Recognize transaction needs of clients and educate clients on service and digital channels for providing assistance with self-service
  • Perform calling activities including outbound sales as well as follow ups
  • Coach tellers and other branch staff on products/special programs, identifying client needs, and providing appropriate referrals
  • Understand and comply with Citibank policies, standards and procedures to ensure the security of the bank's and clients' assets
  • 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.
Qualifications:
  • 2-4 years of relevant experience
  • NMLS registration; Safe Act compliant
  • Previous banking, retail, or sales experience preferred
  • Proficient sales skills
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Proficient computer skills and banking technology skills
Education:
  • High School diploma or equivalent
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Job Family Group:

Consumer Sales

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Job Family:

Branch Sales

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Time Type:

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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting





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 relations with customers to build loyalty and to help increase sales to individual consumer clients.

Responsibilities:
  • Deliver client services and acquire new relationships and deepens existing relationships through the cross sell of relevant products and
  • Build referral business opportunities through Centers of Influence (COIs) and recommend strategies to grow the consumer and small business client base
  • Handle small business credit requests up to $100K, recognize/escalate larger lending opportunities and cross sell treasury/ and related small business products
  • Recognize transaction needs of clients and educate clients on service and digital channels for providing assistance with self-service
  • Perform calling activities including outbound sales as well as follow ups
  • Coach tellers and other branch staff on products/special programs, identifying client needs, and providing appropriate referrals
  • Understand and comply with Citibank policies, standards and procedures to ensure the security of the bank's and clients' assets
  • 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.
Qualifications:
  • 2-4 years of relevant experience
  • NMLS registration; Safe Act compliant
  • Previous banking, retail, or sales experience preferred
  • Proficient sales skills
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Proficient computer skills and banking technology skills
Education:
  • High School diploma or equivalent
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

-------------------------------------------------

Job Family Group:

Consumer Sales

-------------------------------------------------

Job Family:

Branch Sales

------------------------------------------------------

Time Type:

------------------------------------------------------

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting


Posting ID: 635123785Posted: 2021-06-15Job Title: Personal Banker