Personal Banker SAFE Act, Bilingual: English/Mandarin Preferred, Queens Area
Core
Entry-level role assisting in sales execution and customer service to foster loyalty and increase sales for individual consumer clients. (via careerplan.io/jobs/859033930630-personal-banker-safe-act-bilingual-englishmandarin-preferred-queens-area-at-citi)
Role type
Entry-level Personal Banker
Builds
Sales plans and client relationships for small business and consumer clients
Domain
Banking / Consumer Finance
Deliverable
product features
Required skills
Sales execution, customer service, business credit assessment, referral business development, client education, risk assessment, compliance adherence
Preferred skills
Bilingual (English/Mandarin), previous banking/retail/sales experience, knowledge of Smart Banking tools
Technologies
Smart Banking tools
Responsibilities
Work with business credit requests under $250K, build referral opportunities via COIs and MGM programs, deliver client services via inbound/outbound calls, coach tellers and branch staff, educate clients on digital channels, assess risk and ensure compliance
Seniority
Entry-level, 0-2 years experience