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The health and safety of our colleagues and candidates for employment are our highest priority. Accordingly, Citi continues to monitor the COVID-19 situation closely. We have implemented precautionary measures across our firm globally, including conducting all candidate interviews virtually on a temporary basis until further notice where needed.

Area Banker- Upper Westchester/Connecticut Area

Job Req ID 21314832 Primary Location Armonk, New York Job Category Consumer Sales
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The Area 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:

  • Deliver high quality customer service and identify financial needs to maximize relationships and acquire new customers
  • Operate as either a Teller or Personal Banker based on the needs of the branch
  • Handle client sales and service requests, exercises ownership, hand off if needed and ensure follow-up
  • Convert service requests into sales or referrals and connect clients to the appropriate partners as necessary
  • Perform customer transactions and educate clients on digital self-service capabilities
  • Complete outbound calls, follow up, and facilitate the execution of financial transactions in accordance with bank policies and procedures
  • 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 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:

  • 1-3 years of relevant experience preferred
  • Banking, retail, direct sales or service experience preferred
  • State Notary License or ability to obtain preferred
  • NMLS registration; Safe Act compliant
  • Ability to travel up to 100% of the time
  • Consistently demonstrates clear and concise written and verbal communication skills


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:

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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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