Personal Banker SAFE Act - Maryland/Capitol

An entry-level position responsible for assisting in the execution of sales, products, or service activities in coordination with the customer service team. The role focuses on fostering customer relationships to build loyalty and 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 base and implement sales plans to target Book of Business customers.
• Deliver client services, outbound/inbound calls to acquire new relationships and deepen existing ones through cross-selling relevant products while ensuring a remarkable client experience.
• Provide Tellers and branch staff with coaching and guidance on products, special programs, and identifying client needs for appropriate referrals.
• Recognize transaction needs of clients, educate them on service and digital channels, leverage technology/marketing tools to uncover opportunities, and present product offers/financial solutions.
• Understand and comply with Citibank policies, standards, and procedures.
• Appropriately assess risk in business decisions, demonstrating consideration for the firm’s reputation, compliance with laws, and ethical judgment.

Requirements

• 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.

Qualifications

Bachelor’s Degree/University degree or equivalent experience.

Benefits

• Medical, dental, and vision coverage.
• 401(k) retirement plan.
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off, including vacation, sick leave, and holidays.
• Discretionary and formulaic incentive and retention awards (for eligible employees).

Pay

Full-time salary range: $58,190.00 - $81,210.00.

Schedule

Full time.

Primary location: Gaithersburg, Maryland, United States.