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私人银行家 - Rochdale Village Branch - Resident job in Queens at 花旗集团(Citigroup)




私人银行家 - Rochdale Village Branch - Resident at 花旗集团(Citigroup)

私人银行家 - Rochdale Village Branch - Resident

花旗集团(Citigroup) 纽约皇后区 全职
The 私人银行家 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.

* *职责:* *

+ 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, 确定客户需求, 并提供适当的推荐

+ 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 花旗集团(Citigroup), 其客户和资产, by driving compliance with applicable laws, 规章制度, 遵守政策, applying sound ethical judgment regarding personal behavior, 行为和商业惯例, 和升级, managing and reporting control issues with transparency.

* *资格:* *


+ 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

* *教育:* *

+ 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.





* *皇冠app官方版家庭:* *



类型:* *时间* *



* *主要地点:* *




$59,260.00 - $82,680.00


Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, 宗教, 性, 性取向, 性别认同, 国家的起源, 残疾, 或者是受保护老兵的身份.

花旗集团(c.n:行情). and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a 残疾 and need a reasonable accommodation to use our 搜索 tools and/or apply for a career opportunity review **可访问性 at Citi ([ Link removed ] - Click here to apply to 私人银行家 - Rochdale Village Branch - Resident .

查看“平等就业机会是法律”(http://www).痛单位.gov/sites/痛单位gov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (http://www.痛单位.gov/sites/痛单位gov/files/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

View the EEO Policy Statement ([ Link removed ] - Click here to apply to 私人银行家 - Rochdale Village Branch - Resident .

View the Pay Transparency Posting (http://www.痛单位.gov/sites/痛单位gov/files/ofccp/pdf/pay-transp\_%20English\_formattedESQA508c.pdf)


11月1日生效, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.


  • 银行服务
  • 商业道德
  • 沟通
  • 客户服务
  • 道德
  • 金融

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