Citigroup

Personal Banker

Citigroup

Boston, MA, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Welcome to Citigroup, where we are committed to providing exceptional financial services to our clients. We are currently seeking an experienced and customer-oriented Personal Banker to join our team. As a Personal Banker, you will be responsible for building and maintaining relationships with clients, providing financial advice and solutions, and promoting our banking products and services. We are looking for a motivated and knowledgeable individual who is dedicated to helping others achieve their financial goals. If you have a passion for banking and a desire to help others succeed, we want to hear from you.

  1. Build and maintain strong relationships with clients by providing exceptional customer service.
  2. Understand and assess clients' financial needs and provide personalized financial advice and solutions.
  3. Promote and sell Citigroup's banking products and services to clients.
  4. Educate clients on the various banking products and services offered by Citigroup.
  5. Act as a point of contact for clients and assist with any inquiries or concerns.
  6. Ensure compliance with all banking regulations and procedures.
  7. Meet and exceed sales goals and targets set by the company.
  8. Keep up-to-date with industry developments and trends to better assist clients.
  9. Maintain accurate client records and documentation.
  10. Collaborate with other team members and departments to provide a seamless banking experience for clients.
  11. Participate in training and development opportunities to continuously improve knowledge and skills.
  12. Demonstrate a strong understanding of Citigroup's mission, values, and brand.
  13. Act as a positive ambassador for Citigroup and its services in the community.
  14. Adhere to company policies and procedures at all times.
  15. Continuously strive to enhance the overall client experience and satisfaction.
Where is this job?
This job is located at Boston, MA, USA
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Or A Related Field

  • Minimum Of 2 Years Experience In Banking Or Financial Services

  • Strong Knowledge Of Banking Products, Services, And Regulations

  • Excellent Communication And Customer Service Skills

  • Sales And Goal-Oriented Mindset With A Proven Track Record Of Meeting Targets

Required Skills
  • Risk Management

  • Financial Analysis

  • Communication

  • Sales

  • Time Management

  • Product knowledge

  • Attention to detail

  • customer service

  • Relationship Management

  • Teamwork

  • Problem-Solving

  • Banking Regulations

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Problem Solving

  • Time management

  • creativity

  • Teamwork

  • Active Listening

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Personal Banker in Boston, MA, USA is between $40,000 to $60,000 per year. This can vary depending on the specific bank, experience, and performance. Some banks may also offer bonuses and commission on top of the base salary.

Additional Information
Citigroup is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 5th, 2024
Apply BeforeMay 10th, 2026
This job posting is from a verified source. 
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About Citigroup

Citigroup Inc. or Citi is an American multinational investment bank and financial services corporation headquartered in New York City. The company was formed by the merger of banking giant Citicorp and financial conglomerate Travelers Group in 1998; Travelers was subsequently spun off from the company in 2002.

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