Tuesday , May 21 2024

Citibank Job Openings – Personal Banker

Website Citi

Job Description:

The Personal Banker is an intermediate level position responsible for the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to grow sales, build customer loyalty and recommend the development of business strategies or initiatives.

Job Responsibilities:

  • Complete client on-boarding, schedule customer meetings and check-points, follow-up on transactions, and resolve customer issues as appropriate
  • Conduct outbound sales activities to include phone out-reach, external events, and meeting with local businesses
  • Identify inconsistencies in data, define business issues and formulate recommendations on policies, procedures or practices
  • Assist in execution of branch events; invite clients and prospects to events; engage with attendees and follow-up to develop a network and grow branch business
  • Guide Tellers and other branch staff with products and special programs, identifying client needs, and providing appropriate referrals
  • Leverage customer leads and other lead generation techniques (e.g., referrals, phone and local outreach) to identify new prospects and cross-selling opportunities with current clients
  • Understand and adhere to all operational controls to ensure the safety and security of client and bank assets
  • Cultivate partnerships with segment partners to obtain and generate qualified referrals
  • Execute integrated sales, relationship, and credit strategies that are aligned with the branch’s business plan

Job Requirements:

  • Experience with banking technology preferred
  • Demonstrated ability to develop and execute sales plan
  • Bachelor’s Degree/University degree or equivalent experience
  • 0-2 years of relevant experience preferred
  • Previous banking, retail, sales or service experience required
  • Consistently demonstrates clear and concise written and verbal communication skills

Job Details:

Company: Citi

Vacancy Type:  Full Time

Job Location: Lucknow, Uttar Pradesh, IN

Application Deadline: N/A

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