Personal Banker SAFE Act, Bilingual: English/Mandarin Preferred, Fresh Meadows Branch
Core
Entry-level role assisting in sales execution and customer service to foster loyalty and increase sales for individual consumer clients.
Role type
entry-level branch sales associate
Builds
small business client relationships and consumer product sales
Domain
banking / consumer finance
Deliverable
product features
Required skills
sales, customer service, business credit assessment, cross-selling, coaching, risk assessment, compliance
Preferred skills
banking, retail, or sales experience; knowledge of Smart Banking tools; NMLS registration
Technologies
Smart Banking tools
Responsibilities
Work with business credit requests less than $250K; Build referral business opportunities through Centers of Influence; Assist in strategies to grow the small business client; Deliver client services/outbound calls/inbound calls to acquire new relationships; Provide Tellers and other branch staff with coaching and guidance; Recognize transaction needs of clients and present product offers; Understand and comply with Citibank policies; Appropriately assess risk when business decisions are made.