Personal Banker – Boston South recruitment

Apply online at www.careers.citigroup.com; job number 11041236

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.
The information listed within this description summary is intended to indicate the general nature and level of work. 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.    

Qualifications: 

 High school diploma/GED required; Bachelor's degree in business (preferred) or equivalent work experience
• Excellent verbal and written communication skills
• Strong listening skills
• 3-5 years retail/sales and service experience required; retail banking experience preferred; financial services sales experience preferred
• Demonstrated ability to motivate and influence others
• Basic computer skills
• Customer Service Orientation
• Demonstrated ability to implement external sales activities and participate in business development programs
• Strong problem solving capabilities
• Demonstrated ability to successfully deepen and retain customer relationships
• Strong financial/business acumen