Personal Banker 1 - San Antonio, TX - Forum

Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Additional information may be found at www.citigroup.com or www.citi.com Citi Inc. and its subsidiaries ("Citi") are equal opportunity employers M/F/D/V and do not discriminate on the basis of any legally protected status or characteristic.Position Summary: The Personal Banker will proactively source, acquire, and expand customer relationships by maximizing sales opportunities and ensuring customer retention.  Probe within customer base for needs and opportunities to cross-sell to other business segments. Position Responsibilities: Execute integrated sales, relationship, and credit strategies that are aligned with the Financial Center business plan to achieve desired revenue and service hurdles.  Interface with Commercial Business, Insurance, and Investment partners to ensure ongoing communication with regard to existing and future customer needs.   Analyze trends in both local/niche market and customer profiles to identify potential sales opportunities.  Support sales/service activities within the Financial Center by participating in seminars, micro-marketing events, promotional campaigns, product initiatives, etc.  Achieve personal production goals by expanding existing relationships and acquiring new business, utilizing effective calling techniques and leveraging bank products and services.   Drive efforts in the Financial Center to identify and implement service behaviors that improve the overall customer experience.  Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets.  Resolve customer complaints/issues promptly and effectively.  Proactively educate customers on utilizing available access channels (i.e. ATM, Online and Telephone Banking).  Establish and maintain key relationships and business contacts within the community and targeted industry segments to create opportunities for growth.  Provide ongoing coaching to Tellers so they effectively identify referral opportunities. Experience/Skills: Retail/sales experience Strong analytical/problem solving skills Customer service orientation Demonstrated ability to motivate and influence others Excellent verbal and written communication skills Financial/business acumen Basic computer skills Life and Health licenses or the ability to obtain within 60 days of employmentNote: For placement in the Personal Banker role, at least 12 months of relevant experience is required.