Personal Banker SAFE Act - Maryland Capital Area.

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 relationships
• Coach and guide Tellers and other branch staff on products and special programs, identifying client needs, and providing appropriate referrals
• Identify transaction needs of clients, educate them on all service and digital channels, and leverage technology/marketing tools to uncover opportunities and present product offers/financial solutions
• Comply with Citibank policies, standards, and procedures, and demonstrate compliance with applicable laws, rules, and regulations
• Adequately assess risk when making business decisions, ensuring the firm's reputation and assets are safeguarded

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
• Clear and concise written and verbal communication skills

Education

Bachelor's Degree/University degree or equivalent experience

Benefits

Available offerings may vary by jurisdiction, job level, and date of hire. This includes medical, dental & vision coverage, 401(k), life, accident, and disability insurance, and wellness programs. Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays are also provided.