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Description
title: strong problem solving capabilities
. completing client worksheet,
. deploy all step-up! routines to maximize saels and serivce delivery inclduing lms calls, conducting outbound activities.expand and retain cusotmer relationships by maximizing saels opportnuities,
position summary:
proactively source, acquire.
. execute all step-up! routines and meet all scorecard goals.take responsibility for all cusotmer complaints and problems until resolved.welcoming and friendly environment for customers and employees,
. create a warm.
. foster teamwork in the brnach to enusre a positive overall customer experience.demonstrated ability to motivate and influence others
.
. high school diploma/ged required; bachelor's degree in business (preferred) or equivalent work experience
. 3-5 years retail/sales and service experience required; retail banikng experience preferred; financial services sales experience preferred
. develop strategies to grow the client base and implement appropriate sales plans to target prospective customers and to build external business development opportunities.investment advisory services, and financial needs and analysis tools to enable citibank to bring tailored solutions to every customer, citibank's products and services cover a wide range of customer banking needs including basic banking (checking and savings accounts, investment products), commercial banking, small business, mortgages.
. partner with tellers to create a seamless referral process.strong financial/business acumen
this position requires the employee to register as a mortgage loan originator with the nationwide mortgage licensing system and registry ("registry") and obtain a unique identifier from the registry before engaging in mortgage loan originator activities, to maintain and renew that registration on an annual basis, to update registration information with the registry on a timely basis, and to provide that unique identifier to consumers as required by applicable safe act regulations and citi policies and procdeures.strong listening skills
. can-do attitude and customer first culture,
. demonstrate positive.
note: you may be required to take a timed onilne assessment once you comlpete an online profile.
the information listed within this description summary is intended to indicate the general nature and level of work.
. transform service transcations to sales opportunities accodring to customer need.the assessment will reqiure 45-60 mintues of
unintrerupted time to complete.including leagl, corproate,
. adehre to operaitonal conrtols, and regualtory procedures to ensure the saefty and secruity of customer and bank asests.
. partiicpate proacitvely in all hudldes and branch communciations and meeitngs.online and telehpone banking), e. atm.
. cultviate partnreships with key supoprt gruops to drvie sales and ensure that all customer needs are met.demonstrated ability to implement external sales activities and participate in business development programs
. please ensure that
your email address is accurate on our system, and please note that the assessment invitation may
go into your spam folder rather than to your inbox.
position responsibilities:
.
. refer opportunities to segment partners where appropriate.
. resolve customer complaints/issues promptly and effectively. ensure a world-class customer experience for all current and prospective customers.
. establish and maintain key relationships and business contacts within the community and targeted industry segments and strategic initiatives (includingciti@work) to create opportunities for growth.demonstrated ability to successfully deepen and retain customer relationships
.
. achieve personal production goals by expanding existing relationships and acquiring new business, utilizing effective calling techniques and leveraging all bank products and services.meet all customer needs and strive to be their primary financial services company.
. provide ongoing coaching to tellers and universal bankers to effectively identify referral opportunities.personal banker - sales - el monte branch
location: ca-el monte
citibank delivers a wide array of banking, lending and investment services to individual consumers, as well as to small businesses. citibank online and citi mobile, our u.s. branch network is comprised of over 1000 financial centers across 13 states complemented by 24-7 access to customer service through a network of fee-free atms, citiphone banking®.relationship, and credit strategies that are aligned with the branch's business plan,
. execute integrated sales.product initiatives,
. support sales/service activities within the branch by participating in seminars, micromarketing events, etc, promotional campaigns.customer service orientation
. excellent verbal and written communication skills
. basic computer skills
. it is not designed to contain or be interpreted as a comprehensive account of all the responsibilities, and/or minimum qualifications required of an employee assigned to this position. you will either be directed to do immediately or you will receive an
email with instructions on how to access the assessment within the next few days,
if you need to take the assessment.
. provide value and advice to help our customers succeed financially and achieve deep lifetime relationships.
. proactively educate customers on utilizing available access channels (i.
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