Citi
Personal Banker SAFE Act - Bilingual: English (Cantonese/Mandarin) Preferred - C
Citi, New York, New York, us, 10261
Personal Banker SAFE Act - Bilingual: English (Cantonese/Mandarin) Preferred - Chinatown Branch - On-Site
Join to apply for the
Personal Banker SAFE Act - Bilingual: English (Cantonese/Mandarin) Preferred - Chinatown Branch - On-Site
role at
Citi Personal Banker SAFE Act - Bilingual: English (Cantonese/Mandarin) Preferred - Chinatown Branch - On-Site
Join to apply for the
Personal Banker SAFE Act - Bilingual: English (Cantonese/Mandarin) Preferred - Chinatown Branch - On-Site
role at
Citi Get AI-powered advice on this job and more exclusive features. The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.
Responsibilities:
Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards and procedures Appropriately assess risk when business decisions are made, demonstrating particular 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.
Qualifications:
0-2 years of relevant experience Previous banking, retail, or sales experience preferred Knowledge of Smart Banking tools and technologies NMLS registration; Safe Act compliant Consistently demonstrates clear and concise written and verbal communication skills
Education:
Bachelor's Degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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Job Family Group:
Consumer Sales
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Job Family:
Branch Sales
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Time Type:
Full time
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Primary Location:
New York New York United States
------------------------------------------------------
Primary Location Full Time Salary Range:
$61,280.00 - $85,520.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Anticipated Posting Close Date:
Jun 12, 2024
------------------------------------------------------
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.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review
Accessibility at Citi .
View the " EEO is the Law " poster. View the
EEO is the Law Supplement .
View the
EEO Policy Statement .
View the
Pay Transparency Posting Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Banking, Financial Services, and Investment Banking Referrals increase your chances of interviewing at Citi by 2x Get notified about new Personal Banker jobs in
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Join to apply for the
Personal Banker SAFE Act - Bilingual: English (Cantonese/Mandarin) Preferred - Chinatown Branch - On-Site
role at
Citi Personal Banker SAFE Act - Bilingual: English (Cantonese/Mandarin) Preferred - Chinatown Branch - On-Site
Join to apply for the
Personal Banker SAFE Act - Bilingual: English (Cantonese/Mandarin) Preferred - Chinatown Branch - On-Site
role at
Citi Get AI-powered advice on this job and more exclusive features. The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.
Responsibilities:
Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions Understand and comply with Citibank policies, standards and procedures Appropriately assess risk when business decisions are made, demonstrating particular 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.
Qualifications:
0-2 years of relevant experience Previous banking, retail, or sales experience preferred Knowledge of Smart Banking tools and technologies NMLS registration; Safe Act compliant Consistently demonstrates clear and concise written and verbal communication skills
Education:
Bachelor's Degree/University degree or equivalent experience
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:
Consumer Sales
------------------------------------------------------
Job Family:
Branch Sales
------------------------------------------------------
Time Type:
Full time
------------------------------------------------------
Primary Location:
New York New York United States
------------------------------------------------------
Primary Location Full Time Salary Range:
$61,280.00 - $85,520.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
Anticipated Posting Close Date:
Jun 12, 2024
------------------------------------------------------
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.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review
Accessibility at Citi .
View the " EEO is the Law " poster. View the
EEO is the Law Supplement .
View the
EEO Policy Statement .
View the
Pay Transparency Posting Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Banking, Financial Services, and Investment Banking Referrals increase your chances of interviewing at Citi by 2x Get notified about new Personal Banker jobs in
New York, NY . New York, NY $85,000.00-$135,000.00 5 days ago New York, NY $110,000.00-$190,000.00 1 week ago GBM, Private, ECM Analyst Banker, - New York
New York, NY $250,000.00-$500,000.00 1 week ago Private Client Banker - Broadway and Fulton St. - New York, NY
Citi Private Bank - UHNW Banker - Director
New York, NY $170,000.00-$300,000.00 2 weeks ago Personal Banker SAFE Act - Montague Street Branch
New York, NY $61,280.00-$85,520.00 3 days ago New York, NY $150,000.00-$200,000.00 4 days ago Citi Wealth - Wealth Relationship Manager - Manhattan
New York, NY $88,400.00-$132,600.00 2 weeks ago Personal Banker SAFE Act - Manhattan Uptown Area
New York, NY $61,280.00-$85,520.00 2 weeks ago Newark, NJ $46,800.00-$74,750.00 5 days ago Personal Banker SAFE Act - Manhattan Downtown Area
New York, NY $61,280.00-$85,520.00 1 week ago Citi Wealth / Private Bank - HNW Banker - C15/Dir
New York, NY $200,000.00-$300,000.00 1 day ago Business Relationship Manager I- Officer
New York, NY $220,000.00-$415,000.00 4 days ago Business Relationship Manager I- Officer
Business Relationship Manager I- Officer
Personal Banker SAFE Act - Manhattan Midtown Area - Onsite
New York, NY $61,280.00-$85,520.00 5 days ago Personal Banker SAFE Act - 18th Avenue Branch
Brooklyn, NY $61,280.00-$85,520.00 2 weeks ago Personal Banker SAFE Act - Manhattan Square Area - On-Site
New York, NY $61,280.00-$85,520.00 2 weeks ago Business Relationship Manager I- Officer
Investment Banking Division Executive Assistant - New York
Citi Wealth - Wealth Relationship Manager - Rego Park
New York, NY $88,400.00-$132,600.00 2 weeks ago New York, NY $46,800.00-$74,750.00 1 month ago Relationship Banker - Hudson Square - New York, NY
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr