PERSONAL BANKER SAFE Act - Union City Branch
Company: Citi Bank
Location: Union City
Posted on: June 25, 2022
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Job Description:
The Personal Banker SAFE Act will acquire, deepen, and retain
relationships with new and existing Retail Bank clients. The
overall objective of this role is to foster relationships with
clients through in person, phone, and video engagement to build
client satisfaction and loyalty, increase sales, deepen
relationships, and drive increased engagement with Citi products
and services. This role is responsible for the execution of sales
and service activities in coordination with key internal partners.
Responsibilities:Drive client satisfaction through delivery of
exceptional client experience, acquire new relationships and deepen
existing relationships through the presentation of relevant
products and servicesGrow your assigned book of business by
leveraging inbound and outbound interactions with new and existing
clients to share the Citi value proposition, uncover stated and
unstated client needs and transform service transactions into
sales/referral opportunitiesDeepen existing client relationships by
investing time getting to know your clients, transforming these
learnings into meaningful recommendations, and staying connected
beyond the point of saleRepresent Citibank as a brand ambassador,
an expert on Citi's products and their benefits and an educator on
digital innovationsLeverage phone, e-mail, and video channels to
perform regular customer outreach including outbound sales, follow
ups on pending recommendations and services, and proactive
check-ins; maximize the effectiveness of these calls through
appropriate planning and prioritizationRecognize transaction needs
of clients and educate clients on service and digital channels for
providing assistance with self-serviceCultivate relationships with
partners, including Small Business, Home Lending and Personal
Wealth Management, enabling you to fulfill or provide appropriate
referrals to meet client needsInvest in personal development and
provide peer mentoring as appropriate within the teamUnderstand and
comply with Citibank policies, standards and procedures to ensure
the security of the bank's and clients' assetsAppropriately assess
risk when business decisions are made, demonstrating consideration
for the firms 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 experienceNMLS
registration; Safe Act compliantPrevious banking, retail, or sales
experience preferredProficient sales skillsConsistently
demonstrates clear and concise written and verbal communication
skillsProficient computer skills and banking technology
skillsDemonstrated ability to cultivate relationships and identify
and execute on opportunities for growthConfident, articulate, and
empathetic; able to successfully build trust, overcome objections
or concerns, and uncover unstated needs through both in-person and
remote channelsComfortable performing inbound/outbound sales
activities including developing and executing a sales plan and
clearly communicating features and benefits of financial
products/servicesFlexible and adaptable; able to quickly assess a
situation and identify next stepsDigitally savvy; comfortable
adopting new technologies, explaining digital tools to clients, and
interacting with clients across multiple channels (both in-person
and virtual)Clear and concise written and verbal communication
skills; able to engage in sensitive discussions on financial goals
and needs.Team oriented and collaborative; able to maintain strong
relationships with partners and create a seamless referral
experience for clients when appropriateExcellent attention to
detailStrong integrity and professionalismEducation:High School
diploma or equivalentThis job description provides a high-level
review of the types of work performed. Other job-related duties may
be assigned as required.
Keywords: Citi Bank, Union City , PERSONAL BANKER SAFE Act - Union City Branch, Other , Union City, California
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