New Haven Personal Banker Job in New Haven, Connecticut US

Reference Code: 12000332
Location: New Haven, CT, USA
Education Level: High School Diploma/GED
Description
Citibank delivers a wide array of banking, lending and investment services to individual consumers, as well as to small businesses. 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®, Citibank Online and Citi Mobile. Citibank's products and services cover a wide range of customer banking needs including basic banking (checking and savings accounts, investment products), mortgages, small business, commercial banking, investment advisory services, and financial needs and analysis tools to enable Citibank to bring tailored solutions to every customer.Position Responsibilities:
• Develop strategies to grow the client base and implement appropriate sales plans to target prospective customers and to build external business development opportunities.
• Execute integrated sales, relationship, and credit strategies that are aligned with the branch's business plan.
• Transform service transactions to sales opportunities according to customer need.
• Provide value and advice to help our customers succeed financially and achieve deep lifetime relationships. Meet all customer needs and strive to be their primary financial services company.
• Deploy all Step-Up! routines to maximize sales and service delivery including LMS calls, completing client worksheet, conducting outbound activities.
• Execute all Step-Up! routines and meet all scorecard goals.
• Cultivate partnerships with key support groups to drive sales and ensure that all customer needs are met.
• Establish and maintain key relationships and business contacts within the community and targeted industry segments and strategic initiatives (including Citi@Work) to create opportunities for growth.
• Achieve personal production goals by expanding existing relationships and acquiring new business, utilizing effective calling techniques and leveraging all bank products and services.
• Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets.
• Participate proactively in all huddles and branch communications and meetings.
• Create a warm, welcoming and friendly environment for customers and employees.
• Foster teamwork in the branch to ensure a positive overall customer experience.
• Demonstrate positive, can-do attitude and customer first culture.
• Support sales/service activities within the Branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc.
• Refer opportunities to segment partners where appropriate.
• Provide ongoing coaching to Tellers and Universal Bankers to effectively identify referral opportunities.
• Partner with Tellers to create a seamless referral process.
• Proactively educate customers on utilizing available access channels (i.e. ATM, Online and Telephone Banking).
• Resolve customer complaints/issues promptly and effectively. Take responsibility for all customer complaints and problems until resolved.