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COVID-19:

우리 동료들과 지원자들의 건강은 우리의 최우선 순위입니다. 따라서 Citi는 COVID-19 상황을 면밀히 모니터링하고 있습니다. 우리는 추후 공지가 있을 때까지, 임시적으로 모든 후보자 인터뷰를 가상으로 실시하는 것을 포함하여 전 세계적으로 회사 전체에 예방 조치를 구현하였습니다.

Personal Banker SAFE Act - Oakland Piedmont Avenue Branch

직무 ID 22505701 기본 근무지 Oakland, California; 채용 범주 Consumer Sales
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The Personal Banker SAFE Act will acquire, deepen, and retain relationships with new and existing Retail Bank clients. The overall objective of this role is to foster relationships with clients through in person, phone, and video engagement to build client satisfaction and loyalty, increase sales, deepen relationships, and drive increased engagement with Citi products and services. This role is responsible for the execution of sales and service activities in coordination with key internal partners.  

Responsibilities:

  • Drive client satisfaction through delivery of exceptional client experience, acquire new relationships and deepen existing relationships through the presentation of relevant products and services
  • Grow your assigned book of business by leveraging inbound and outbound interactions with new and existing clients to share the Citi value proposition, uncover stated and unstated client needs and transform service transactions into sales/referral opportunities
  • Deepen existing client relationships by investing time getting to know your clients, transforming these learnings into meaningful recommendations, and staying connected beyond the point of sale
  • Represent Citibank as a brand ambassador, an expert on Citi’s products and their benefits and an educator on digital innovations 
  • Leverage phone, e-mail, and video channels to perform regular customer outreach including outbound sales, follow ups on pending recommendations and services, and proactive check-ins; maximize the effectiveness of these calls through appropriate planning and prioritization
  • Recognize transaction needs of clients and educate clients on service and digital channels for providing assistance with self-service
  • Cultivate relationships with partners, including Small Business, Home Lending and Personal Wealth Management, enabling you to fulfill or provide appropriate referrals to meet client needs 
  • Invest in personal development and provide peer mentoring as appropriate within the team
  • Understand and comply with Citibank policies, standards and procedures to ensure the security of the bank’s and clients’ assets
  • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.


Qualifications:

  • 2-4 years of relevant experience
  • NMLS registration; Safe Act compliant
  • Previous banking, retail, or sales experience preferred
  • Proficient sales skills
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Proficient computer skills and banking technology skills
  • Demonstrated ability to cultivate relationships and identify and execute on opportunities for growth
  • Confident, articulate, and empathetic; able to successfully build trust, overcome objections or concerns, and uncover unstated needs through both in-person and remote channels
  • Comfortable performing inbound/outbound sales activities including developing and executing a sales plan and clearly communicating features and benefits of financial products/services
  • Flexible and adaptable; able to quickly assess a situation and identify next steps
  • Digitally savvy; comfortable adopting new technologies, explaining digital tools to clients, and interacting with clients across multiple channels (both in-person and virtual)
  • Clear and concise written and verbal communication skills; able to engage in sensitive discussions on financial goals and needs.
  • Team oriented and collaborative; able to maintain strong relationships with partners and create a seamless referral experience for clients when appropriate
  • Excellent attention to detail
  • Strong integrity and professionalism


Education:

  • High School diploma or equivalent


This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Job Family Group:

Consumer Sales

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Job Family:

Branch Sales

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Time Type:

Full time

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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

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Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

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  • 22만 명 이상의 유능하고 다양한 직원으로 구성된 Citi 팀에 합류하십시오

  • 90개 국가의 공동체에서 자원봉사를 행하는 사회적 책임감을 가진 직원들

  • 95개 이상의 시장에 실제로 존재하는 의미 있는 채용 기회

우리는 모든 개인을 포용하고 다양한 관점을 장려하여, 귀하가 영향력을 생성하고 경력을 성장시킬 수 있는 문화를 조성합니다. Citi는 높은 수준의 전문성 기준, 굳건한 성실성과 관대함, 지적 호기심 및 엄격함을 보여주는 동료를 소중하게 생각합니다. 우리는 귀하가 씨티에서 경력을 쌓는다는 일이 가진 중요성을 인식하며, 귀하의 헌신에 대하여 우리도 마찬가지로 노력할 것을 약속 드립니다

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