Citigroup Personal Banker SAFE Act - Saugus Branch in Saugus, Massachusetts
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.
Drive client satisfaction through delivery of exceptional client experience, acquire new relationships and deepen existing relationships through the presentation of relevant products and services
Grow 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 opportunities
Deepen existing client relationships by investing time getting to know your clients, transforming these learnings into meaningful recommendations, and staying connected beyond the point of sale
Represent Citibank as a brand ambassador, an expert on Citi’s products and their benefits and an educator on digital innovations
Leverage 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 prioritization
Recognize transaction needs of clients and educate clients on service and digital channels for providing assistance with self-service
Cultivate relationships with partners, including Small Business, Home Lending and Personal Wealth Management, enabling you to fulfill or provide appropriate referrals to meet client needs
Invest in personal development and provide peer mentoring as appropriate within the team
Understand and comply with Citibank policies, standards and procedures to ensure the security of the bank’s and clients’ assets
Appropriately assess risk when business decisions are made, demonstrating 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.
2-4 years of relevant experience
NMLS registration; Safe Act compliant
Previous banking, retail, or sales experience preferred
Proficient sales skills
Consistently demonstrates clear and concise written and verbal communication skills
Proficient computer skills and banking technology skills
Demonstrated ability to cultivate relationships and identify and execute on opportunities for growth
Confident, articulate, and empathetic; able to successfully build trust, overcome objections or concerns, and uncover unstated needs through both in-person and remote channels
Comfortable performing inbound/outbound sales activities including developing and executing a sales plan and clearly communicating features and benefits of financial products/services
Flexible and adaptable; able to quickly assess a situation and identify next steps
Digitally 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 appropriate
Excellent attention to detail
Strong integrity and professionalism
- High School diploma or equivalent
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Job Family Group:
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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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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