The Personal Banker is an intermediate level position responsible for the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to grow sales, build customer loyalty and recommend the development of business strategies or initiatives.
Leverage customer leads and other lead generation techniques (e.g., referrals, phone and local outreach) to identify new prospects and cross-selling opportunities with current clients
Conduct outbound sales activities to include phone out-reach, external events, and meeting with local businesses
Cultivate partnerships with segment partners to obtain and generate qualified referrals
Execute integrated sales, relationship, and credit strategies that are aligned with the branch's business plan
Complete client on-boarding, schedule customer meetings and check-points, follow-up on transactions, and resolve customer issues as appropriate
Assist in execution of branch events; invite clients and prospects to events; engage with attendees and follow-up to develop a network and grow branch business
Identify inconsistencies in data, define business issues and formulate recommendations on policies, procedures or practices
Understand and adhere to all operational controls to ensure the safety and security of client and bank assets
Guide tellers and other branch staff with products and special programs, identifying client needs, and providing appropriate referrals
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.
2-5 years of relevant experience
Previous banking, retail, sales or service experience required
Experience with banking technology preferred
Demonstrated ability to develop and execute sales plan
Consistently demonstrates clear and concise written and verbal communication skills
Bachelor's Degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - IN
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Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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