Personal Banker SAFE Act, Los Angeles Main Branch, Officer

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
• Implement strategies to grow the small business client base and develop appropriate sales plans
• Deliver client services, outbound calls, and inbound calls to acquire new relationships and deepen existing ones
• Coach and guide Tellers and other branch staff on products and special programs, identifying client needs, and providing appropriate referrals
• Understand and comply with Citibank policies, standards, and procedures
• Adequately assess risk when making business decisions, demonstrating particular attention to the firm's reputation and safeguarding Citigroup, its clients, and assets by driving compliance with applicable laws, rules, and regulations, adhering to policies, 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