Personal Banker - Bilingual (English/Spanish) - Dadeland Branch

The Job Holder
Miami, FL, USA
May 26, 2019

Client Name

City Bank


Function summary:
The private Banker creates and manages a sales plan delineating most fulfilling techniques for attaining income dreams thru interaction with clients, prospects, internal companions, and other outside contacts and through carrying out events and different advertising sports.
position responsibilities:
Leverage Citi's client leads and different lead generation techniques (e.g., referrals, community outreach) to pick out new possibilities and go-selling opportunities with modern customers.
conduct discussions with prospects to understand history and pick out wishes; truely communicate capability solutions.
conduct outbound sales sports (e.g., cellphone out-reach, community occasions, meetings with neighborhood companies) to establish visibility inside the community and power enterprise to the department.
Execute integrated income, dating, and credit score strategies which are aligned with the branch's business plan.
domesticate partnerships with segment partners (e.g. commercial and Small commercial enterprise, home Lending, financial Advisors, Citigold) to achieve and provide appropriately qualified referrals; meet periodically with segment companions to review desires, talk strategies, and solicit feedback and coaching.
Take ownership of the customer experience such as on-boarding and solve provider problems as appropriate via comply with-up from self and other Citi assets following consumer transactions.
time table periodic conferences and take a look at-points with customers to offer cost-introduced services.
help in execution of department events; invite clients and potentialities to occasions; actively have interaction with attendees and follow-as much as increase a network and grow branch enterprise.
recognize and consistently adhere to all operational controls to make sure the safety and security of patron and financial institution assets; entire required regulatory/compliance schooling.
offer Tellers and different branch team of workers with coaching and steerage on merchandise and special programs, figuring out customer wishes, and providing suitable referrals.
The data indexed inside this description precis is supposed to indicate the general nature and degree of labor. It is not designed to contain or be interpreted as a complete account of all the obligations, and/or minimal qualifications required of an employee assigned to this role.


Bachelor's diploma favored
3-five years banking, retail other associated sales and service revel in
confirmed capacity to increase and execute a income plan
verified capability to engage in outbound sales sports and gather new enterprise
verified capacity to successfully deepen and preserve consumer relationships
Product/provider information; understanding in articulating product/provider data to customers
established robust monetary/business acumen
basic laptop abilities - the capability to interact with clients using banking era
results-oriented; self-starter
robust consumer provider orientation
super verbal and written verbal exchange abilities
potential to have interaction with and have an impact on others
ability to assume creatively to resolve issues
organized; potential to manage time successfully and to multi-assignment
Bilingual (English/Spanish)