Palm Desert, CA30+ days ago
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. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms 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.