At a Glance
- Tasks: Assist customers with banking needs and build lasting relationships to boost sales.
- Company: Join Citi, a leading global bank with a commitment to diversity and inclusion.
- Benefits: Enjoy competitive salary, health coverage, 401(k), and generous paid time off.
- Other info: Great opportunities for growth in a dynamic and supportive environment.
- Why this job: Kickstart your career in banking while making a real impact on clients' financial journeys.
- Qualifications: No prior experience needed; just bring your passion for customer service and communication skills.
The predicted salary is between 61280 - 85520 £ per year.
The Personal Banker SAFE Act 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
- 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 and implement appropriate sales plans to target Book of Business customers.
- Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience.
- Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals.
- Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/marketing tools available to uncover opportunities, and present product offers/financial solutions.
- Understand and comply with Citibank policies, standards and procedures.
- 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
- 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.
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.
Personal Banker SAFE Act - Lindenhurst Branch in Criccieth employer: Citi
Citi is an exceptional employer that prioritises employee growth and development, offering a supportive work culture in the vibrant community of Lindenhurst, New York. With competitive benefits including comprehensive health coverage, retirement plans, and generous paid time off, Citi fosters a collaborative environment where personal bankers can thrive while building meaningful relationships with clients. Join us to be part of a team that values integrity, innovation, and inclusivity, ensuring you have the tools and opportunities to succeed in your career.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Banker SAFE Act - Lindenhurst Branch in Criccieth
✨Get Involved with Campus Finance Societies
Join your university's finance or investment society — they're a goldmine for networking, guest lectures, and career fairs. These societies often host employers looking for entry-level talent like you, so get involved and make yourself known!
✨Attend Industry Workshops and Webinars
Look for workshops and webinars focused on banking and financial services. These events not only boost your knowledge but also let you connect with industry professionals who could help you land that entry-level role at places like Citi.
✨Leverage LinkedIn for Informational Interviews
Take advantage of LinkedIn to reach out to professionals working in banking, especially those who've started in entry-level positions. Politely ask for a quick chat about their experience and any advice they might have on breaking into the field.
✨Apply Directly through Company Websites
Don't just rely on job boards. Head directly to Citi's careers page and look for their entry-level openings. They might have opportunities that aren’t advertised widely, so keep checking back for new listings!
We think you need these skills to ace Personal Banker SAFE Act - Lindenhurst Branch in Criccieth
Some tips for your application 🫡
Splash Your Skills on Your CV:In the banking and financial services realm, it's all about numbers and analysis. Make sure to highlight any relevant coursework, internships, or projects where you've used skills like financial modelling, data analysis, or risk assessment. Show us you can crunch those numbers!
Educational Achievements Matter:For an entry-level role, your grades and academic accomplishments are key. If you have any certifications, like CFA Level 1 or something similar, don’t forget to include them. We love seeing ambition and commitment to the industry, so flaunt those achievements!
Craft a Personal Touch in Your Cover Letter:Your cover letter is your chance to show us your enthusiasm for banking and finance! Share why you're passionate about the industry and how your studies or previous experiences have prepared you for this role. We want to see that spark and motivation!
Use the Right Format and Language:In banking, clarity is king. Use a clean, professional format for your CV and cover letter. Make sure to avoid jargon, but don’t shy away from technical terms where appropriate – just keep it all clear and easy to read. Let’s see your professionalism shine through!
How to prepare for a job interview at Citi
✨Brush Up on Your Financial Knowledge
Since you're diving into the banking and financial services industry, make sure you're up to speed with current market trends and financial concepts. Be prepared to discuss things like interest rates and investment strategies, as you might get some technical questions that gauge your understanding.
✨Show Off Your Analytical Skills
Analytical skills are key in banking, so be ready to showcase how you've used them in your studies or any relevant projects. Prepare to tackle case studies or hypothetical financial scenarios during the interview that require you to analyse data and make informed decisions.
✨Demonstrate Your Team Spirit
As this is an entry-level role, they’ll likely look for how well you can collaborate and fit into their team. Think of examples from group projects or internships where you successfully worked with others. It'll help show that you're keen to learn and grow in a team-oriented environment.
✨Prepare Thoughtful Questions
Approach your interview with curiosity! Prepare insightful questions that reflect your knowledge of the industry, such as asking about the latest technology being implemented in their services. It shows you're genuinely interested in the company's operations and future.
