Digital Banker - DuPont Circle Branch

Full time
usa 20/08/2018   Full time

The Digital Banker delivers best-in-class client service to maximize relationship building opportunities through branch sales and service execution. The banker acquires new relationships and deepens existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience in a Smart Banking environment.

The banker demonstrates and educates clients on self-service capabilities and performs transactions as appropriate. The banker leverages the Attract, Engage and Connect Smart Banking model. When appropriate, the banker connects clients with specialists.

Primary Location: United States,District of Columbia,Washington
Education: High School Diploma/GED
Job Function: Sales
Schedule: Full-time
Shift: Day Job
Employee Status: Regular
Travel Time: No

Position Responsibilities:

  • Achieve sales goals in all categories
  • Approach and engage clients in a non-traditional, open architecture branch setting to identify the financial needs of the clients. May require standing 60-70% of the work day
  • Proactively identify and address client sales and service needs; appropriately convert service requests into sales
  • Perform calling activities including proactive outbound sales as well as follow up
  • Ability to leverage technology (e.g. Sales Wall) to uncover opportunities to deepen client relationships
  • Use the various marketing tools available in the branch to present product offers and financial solutions to existing and potential clients (e.g. sales wall, tablet, smart phone, workbench, etc.)
  • Connect clients to the appropriate partners as necessary (e.g. leverage video conference for FA, mortgage specialist, etc.)
  • Energetically greet and interact with clients on the bank floor
  • Take full ownership of clients’ problems and ensure complete client satisfaction with resolution
  • Recognize transaction needs of clients, direct them to the alternative self-service channels and provide assistance with self-service as needed
  • Educate clients on self-service capabilities and encourage use of digital service channels (e.g. Citibank Online Banking (CBOL), ATM, Teller Cash Recycler (TCR), etc.)
  • Provide feedback to management on ways to enhance sales processes and service delivery
  • Understand and comply with Citibank policies, standards and procedures to ensure the security of the bank’s and clients' assets
  • Facilitate the execution of financial transactions in accordance with bank policies and procedures


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

Education:

  • High School Diploma/GED (Bachelor degree preferred)


Experience/Skills:

  • Demonstrated ability to identify client needs in order to close appropriate sales and deepen relationships in a fast-paced environment
  • Ability to partner with clients on service needs and enhance the relationship through effective resolution
  • Knowledge of and fluency in use of Smart Banking tools and technologies in order to facilitate remarkable client interactions
  • Strong client service orientation
  • Digitally-savvy; strong technical aptitude
  • Results-oriented; self-starter, entrepreneurial -orientation
  • Excellent verbal and written communication skills
  • Ability to engage with and influence others
  • Ability to think creatively to solve problems
  • Product/service knowledge; expertise in articulating product/service information to clients
  • High degree of precision: Ability to efficiently and accurately process multiple and large transactions
  • Strong financial/business acumen
  • Organized; ability to manage time effectively and to multi-task
  • High School Diploma/GED (Bachelor degree preferred)
  • 3-5 years banking, retail other related direct sales and service experience
  • NMLS registration; Safe Act compliant

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 procedures.

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