PB Relationship Manager - C09

The Personal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.

Responsibilities:

Leverage Citi's customer leads and other lead generation techniques (e.g., referrals, phone and community outreach) to identify new prospects and cross-selling opportunities with current clients
Discuss background/needs of prospect and clearly communicate potential solutions
Execute integrated sales, relationship, credit strategies and outbound sales activities (e.g., phone out-reach, community events)
Cultivate partnerships with segment partners (e.g. Commercial and Small Business, Home Lending, Citigold) to obtain and provide referrals
On-board, resolve service issues and schedule periodic check-points with clients to provide value-added services
Understand and adhere to operational controls to ensure the safety and security of assets
Coach tellers and staff on products and special programs, identifying client needs, and providing appropriate referrals
Appropriately assess risk when business decisions are made, demonstrating particular 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:

Previous banking, retail, sales or service experience preferred
Demonstrated ability to develop and execute a sales plan
Demonstrated ability to engage in outbound sales activities and acquire new business
Proficient computer skills and use of banking technologies
Register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities

Education:

Bachelor's Degree/University degree or equivalent experience

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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