9 days old

Personal Banker- Aliso Viejo Branch

Citigroup
Aliso Viejo, CA 92698
  • Jobs Rated
    127th
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:**


+ Deliver client services and acquire new relationships and deepens existing relationships through the cross sell of relevant products and

+ Build referral business opportunities through Centers of Influence (COIs) and recommend strategies to grow the consumer and small business client base

+ Handle small business credit requests up to $100K, recognize/escalate larger lending opportunities and cross sell treasury/ and related small business products

+ Recognize transaction needs of clients and educate clients on service and digital channels for providing assistance with self-service

+ Perform calling activities including outbound sales as well as follow ups

+ Coach tellers and other branch staff on products/special programs, identifying client needs, and providing appropriate referrals

+ Understand and comply with Citibank policies, standards and procedures to ensure the security of the banks and clients assets

+ 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:**


+ 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


**Education:**


+ 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.


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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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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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm)** .


View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .


View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo\_aa\_policy.pdf) .


View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_%20English\_formattedESQA508c.pdf)


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Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Categories

Jobs Rated Reports for Bank Teller

Posted: 2022-05-13 Expires: 2022-06-12

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Personal Banker- Aliso Viejo Branch

Citigroup
Aliso Viejo, CA 92698

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Median Salary: $29,450

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