Personal Banker Cos Cob Ct Branch

Workforcity

Cos Cob, Connecticut, United States
Base: $61,280.00 - $85,520.00; bonus/equity: discr...
Fully onsite
Customer service
Sales and service activities
Client relationship management
The Personal Banker position at Citi in Cos Cob, CT, is an entry-level role focused on enhancing customer relationships and driving sales of financial products and services. The job entails working with small business credit requests, cross-selling products, and providing exceptional client service while adhering to compliance standards

Job Summary

  • 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 include working with business credit requests, recognizing lending opportunities, cross-selling treasury and small business products, and building referral business.
  • Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Matching Summary

Match Score: 75

The Personal Banker position at Citi in Cos Cob, CT, is an entry-level role focused on enhancing customer relationships and driving sales of financial products and services. The job entails working with small business credit requests, cross-selling products, and providing exceptional client service while adhering to compliance standards.

Salary

Base: $61,280.00 - $85,520.00; Bonus/Equity: discretionary and formulaic incentive and retention awards; Benefits: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Skills & Requirements

Must-have

  • customer service
  • sales and service activities
  • client relationship management
  • small business products
  • digital channels

Nice-to-have

  • build referral business
  • remarkable client experience
  • coaching and guidance
  • ethical judgment

Key Requirements

  • 0-2 years of relevant experience
  • NMLS registration; Safe Act compliant
  • Bachelor's Degree/University degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter