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Citi Personal Banker - Call Center

Posted: 06/12/2022

Apply today!  This role start at $20.00 hourly and Benefits begin Day One!

Personal Banker – Call Center – Job# 22502925

The Personal Banker delivers best-in-class client service to maximize relationship-building opportunities through branch sales and service execution. The Personal Banker acquires new relationships and deepens existing relationships through cross-selling relevant products and services while delivering a remarkable client experience. The Personal Banker educates clients on self-service capabilities and leverages the Attract, Engage and Connect model. When appropriate, the Personal Banker connects clients with specialists.


The Personal Banker Associate performs moderately complex and varied assignments.  Most of the impact is related to quality of execution.  Works with limited supervision.   May service an expansive array of products/services.   Demonstrates technical/administrative expertise.  Applies specialized functional area skills and basic knowledge including underlying professional/technical principles or standards.  The technical procedures for this level are well defined.  Understands how duties relate with others in the team/unit and how the unit integrates with others in accomplishing the work of the function.  Exchanges moderately complex information with others.  There may be occasional handling of awkward contacts.  Basic knowledge of the organization and its policies required.  Applies research, information gathering and analysis skills to factual information.  Applies judgment based on practice and precedence.  Selects the best course of action from a broad array of defined options, understanding the consequences of each. 


  • 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.

  • 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 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.

  • Resolve customer complaints/issues promptly and effectively.  Take responsibility for all customer complaints and problems until resolved.

  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.


  • 1-3 years retail/sales and service experience.

  • Financial services sales experience and financial/business acumen.

  • Consistently demonstrates clear and concise written and verbal communication skills

  • Demonstrated ability to motivate and influence others.

  • Proficient in Microsoft Office

  • Customer service orientation.

  • Demonstrated ability to implement external sales activities and participate in business development programs.

  • Ability to successfully deepen and retain customer relationships


  • High School diploma or equivalent


  • Starting at $20.00 an hour


Job Family Group: 

Consumer Sales


Job Family:



Time Type:

Full time


Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting


Effective November 1, 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.




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