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PERSONAL BANKER SAFE Act - Union City Branch

Company: Citi Bank
Location: Union City
Posted on: June 25, 2022

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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