דרושים Personal Banker ב-United States, California, Arcadia
Citi Group Part Time Universal Banker Hours - Arcadia Downtown Branch United States, California, Arcadia
Responsibilities:
- Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.)
- Act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs.
- Continuously learns new and existing products through sales aids (features, benefits, fees, etc.) demonstrating positive, can-do attitude and customer first culture.
- Provide exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively.
- Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers and transactions
- Energetically greet and interact with clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into sales or referrals
- Required to approach and engage clients in the branch lobby to demonstrate expertise in digital capabilities and to identify the financial needs of the clients. May require standing 60-70% of the work day
- Ability to use the various marketing tools and digital technology available in the branch to present product offers and financial solutions to existing and potential clients (e.g. sales wall, tablet, smart phone, workbench, iPads, etc.)
- Connect clients to the appropriate partners as necessary (e.g. leverage video conference for FA, mortgage specialist, etc.)
- Take full ownership of clients’ problems to resolve client complaints/issues promptly and effectively to 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. Online, Mobile, ATM, TCR, Teller Assist Unit, if applicable, etc.)
- Exercises ownership and ensure all follow-up items are complete or handled off to the appropriate individual(s) and work harmoniously with multiple team members
- Engage the Citi client by welcoming them with a warm friendly smile, pleasant demeanor, using the client name, whenever possible, and thanking them for doing business with Citi
- Executes financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing
- Listens carefully to the client and willingly assists with any questions or problems the client has
- Makes sure all needs are met before concluding the transaction, making the client feel his/her time is being valued without being rushed
- Shows initiative, empathy and proactively prevents and handles problems with clients while assisting other tellers as well
- Create a warm, welcoming and friendly environment for customers and employees by foster teamwork in the branch to ensure a positive overall customer experience.
- Effectively executes all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships
- Adheres to and comply with Citibank policies, standards, operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
Qualifications:
- 1-3 years relevant experience
- Required Skills:
- Experience with face-to-face customer service, digital engagement and basic sales/referrals
- Open, client service orientation and desire to help customers is required
- Sales experience desired
- Excellent verbal and written communication skills
- Analytical and problem solving skills
- Basic computer and digital tools skills
- Preferred Skills: Retail experience
Education:
- High School diploma or equivalent
The salary range provided in this posting is based on a 40 hour work week.
Bilingual Mandarin preferred
Branch ServiceTime Type:
Part timeArcadia California United States$47,510.00 - $61,990.00
Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked.
Anticipated Posting Close Date:
משרות נוספות שיכולות לעניין אותך
Bank Of America Senior Banker - Bilingual Mandarin Required United States, California, Arcadia
Job Description:
Job Description:
This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.
Responsibilities:
• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements
Required Qualifications:
• Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Is confident in identifying solutions for helping new and existing clients based on their needs.
• Has strong written and verbal communications skills.
• Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone).
• Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances.
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.
• Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws).
• Can be flexible to work weekends and/or extended hours as needed.
*Bilingual Mandarin Required
Desired Qualifications:
• An Associate’s Degree or Bachelor’s Degree in business, finance, or a related field.
• Experience working in a financial center where goals were met or exceeded.
• Retail and/or sales experience in a salary plus incentive environment.
• Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.
• Experience with financial information, spreadsheets and financial skills.
• Knowledge of banking products and services.
• Strong computer skills including Microsoft applications and previous experience utilizing laptop technology
Skills:
• Active Listening
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management
Minimum Education Requirement:
• High School Diploma / GED / Secondary School or equivalent
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and loan Originators.
1st shift (United States of America)משרות נוספות שיכולות לעניין אותך
Citi Group Personal Banker SAFE Act - Arcadia Downtown Branch United States, California, Arcadia
Responsibilities:
- Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products
- Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program
- Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers
- Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience
- Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
- Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions
- Understand and comply with Citibank policies, standards and procedures
- 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.
Qualifications:
- 0-2 years of relevant experience
- Previous banking, retail, or sales experience preferred
- Knowledge of Smart Banking tools and technologies
- NMLS registration; Safe Act compliant
- Consistently demonstrates clear and concise written and verbal communication skills
Education:
- Bachelor's Degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Anticipated Posting Close Date:
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משרות נוספות שיכולות לעניין אותך
Responsibilities:
- Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.)
- Act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs.
- Continuously learns new and existing products through sales aids (features, benefits, fees, etc.) demonstrating positive, can-do attitude and customer first culture.
- Provide exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively.
- Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers and transactions
- Energetically greet and interact with clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into sales or referrals
- Required to approach and engage clients in the branch lobby to demonstrate expertise in digital capabilities and to identify the financial needs of the clients. May require standing 60-70% of the work day
- Ability to use the various marketing tools and digital technology available in the branch to present product offers and financial solutions to existing and potential clients (e.g. sales wall, tablet, smart phone, workbench, iPads, etc.)
- Connect clients to the appropriate partners as necessary (e.g. leverage video conference for FA, mortgage specialist, etc.)
- Take full ownership of clients’ problems to resolve client complaints/issues promptly and effectively to 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. Online, Mobile, ATM, TCR, Teller Assist Unit, if applicable, etc.)
- Exercises ownership and ensure all follow-up items are complete or handled off to the appropriate individual(s) and work harmoniously with multiple team members
- Engage the Citi client by welcoming them with a warm friendly smile, pleasant demeanor, using the client name, whenever possible, and thanking them for doing business with Citi
- Executes financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing
- Listens carefully to the client and willingly assists with any questions or problems the client has
- Makes sure all needs are met before concluding the transaction, making the client feel his/her time is being valued without being rushed
- Shows initiative, empathy and proactively prevents and handles problems with clients while assisting other tellers as well
- Create a warm, welcoming and friendly environment for customers and employees by foster teamwork in the branch to ensure a positive overall customer experience.
- Effectively executes all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships
- Adheres to and comply with Citibank policies, standards, operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
Qualifications:
- 1-3 years relevant experience
- Required Skills:
- Experience with face-to-face customer service, digital engagement and basic sales/referrals
- Open, client service orientation and desire to help customers is required
- Sales experience desired
- Excellent verbal and written communication skills
- Analytical and problem solving skills
- Basic computer and digital tools skills
- Preferred Skills: Retail experience
Education:
- High School diploma or equivalent
The salary range provided in this posting is based on a 40 hour work week.
Bilingual Mandarin preferred
Branch ServiceTime Type:
Part timeArcadia California United States$47,510.00 - $61,990.00
Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked.
Anticipated Posting Close Date:
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