
Personal Banker
Deliver client services and acquire new relationships and deepens existing relationships through the cross sell of relevant products. 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 bank’s and clients’ assets.
2-4 years of relevant experience
Previous banking, retail, or sales experience preferred
NMLS registration; Safe Act compliant
Sales skills
Time Management Skills
Customer Service / Sales skills
Banking technology skills
Verbal communication
written communication
Organizational skills
Adaptability
Problem Solving Skills
Detail oriented and highly organized
According to JobzMall, the average salary range for a Personal Banker in 1218 Connecticut Ave NW, Washington, DC 20036, USA is $24,721 to $43,053 per year.
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Citigroup, Inc. is a global financial services holding company specializes in banking and financial solutions. It offers a range of products and services among individuals, corporations, governments and institutions such as savings, checking, online banking, individual retirements accounts, credit cards; personal, student, and commercial real estate loans, cash management services, home equity, and bill consolidation, as well as online banking services, cash management, transactions, trade, securities, and fund services.

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