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Financial Center Manager
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At Citibank we value our employees who think and act like owners because they are owners. As a Financial Center
Manager (FCM), you and your team will help our customers make the most of their lives - living well today, while
planning for tomorrow. As the Manager of your business, your responsibilities will include: achieving the overall
business goals for our shareholders, customers, and employees, driving margin growth in your financial center
through balanced performance with respect to increasing revenue, maintaining customer relationships, building
the business through referrals, and reducing expenses.
Financial Center Operations Manager
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At Citibank, we are constantly striving to excel in servicing our customers. As an Operations Manager, you will
work with your Financial Center Manager and the Financial Center team to create and maintain appropriate levels
of focus, operational integrity and control strategies for the business. You will also ensure acceptable audit
results and adherence to procedures and as well as continuous process improvement. In partnership with Human
Resources, you will source, identify, manage and retain Tellers.
Business Banking Officer
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As a Business Banking Officer, your focus will be on helping to meet the financial goals of Business Owner’s so they
can focus on the needs of their business. You will develop and implement new business acquisition and deepen existing
customer relationships through segment based sales plans to achieve revenue growth targets in an assigned geography.
You will utilize servicing as a means of cross-sell and relationship development. You will also execute integrated sales,
relationship, and credit strategies that are in alignment with the Business Banking plan to achieve desired revenue and
service hurdles.
Personal Banker
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As a Personal Banker, you will help our customers make the most of their lives - living well today, while
planning for tomorrow. You will proactively source and acquire new client relationships and maximize client sales
opportunities, and utilizing Citipro Citibanks free financial check-up you will maximize cross-selling
opportunities and deepen client relationships. You will also develop and implement a tailored strategic plan
to achieve your goals.
Teller
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At Citibank, we feel no matter how large we grow, each and every one of us can make a difference. As a
Teller, you will perform financial and service transactions for our customers, understand Financial
Center products and services, and use the referral process to help your team achieve sales goals. You may also
participate in telemarketing sales efforts to strengthen customer relationships. As a Teller you
will ensure the safety and security of your customers' and Citibank's assets by complying with established
policies, procedures and regulatory requirements.
Service Officer
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At Citibank, we are committed to a strong work ethic and are constantly striving to excel in serving our customers.
As a Service Officer, you are often the first Citibank team member our customers interact with when they arrive at
the Financial Center. You will establish and maintain clear, consistent leadership on all service matters. You
will help direct customers to appropriate Financial Center team members for sales and service opportunities,
improving overall customer satisfaction.
Financial Executive
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As a Financial Executive (FE), you will proactively source and acquire new investment sales opportunities, as
well as work with your Financial Center team to maximize referrals. As the FE, your responsibilities will
include the delivery of Citipro, Citibanks free financial check-up, to maximize and provide value-based
solutions to new and existing clients, utilize superior knowledge of solutions and services to recommend a
product portfolio, and help clients effectively manage their finances. You will continually renew customer
profiles to identify potential sales opportunities.
Financial Executive Sales Assistant
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As a Financial Executive (FE) Sales Assistant, you will work alongside a Financial Executive to assist with
client data and input, production of Citipro financial reports, the organization and delivery of seminars,
appointment scheduling and other sales activities. As the FE Sales Assistant you will develop relationships
with internal partners, external vendors and clients. You may also perform operational tasks such as placing
trades, and perform other service transactions for clients.
Relationship Manager
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As a Relationship Manager, you will help commercial customers make the most of their lives - living well today,
while planning for tomorrow. You will develop and implement new business acquisition and deepen existing customer
relationships through segment based on sales plans to achieve revenue growth targets. You will provide commercial
customers with a single point of contact for all banking insurance investment, and cash management needs. You will
interface with the Financial Center Manager to ensure ongoing and appropriate communication to support overall
business objectives.
Insurance Sales Specialist
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As an Insurance Sales Specialist, you will help customers make the most of their lives - living well today, while
planning for tomorrow. You will provide solutions in all areas of risk management (i.e., asset protection,
income protection and estate protection). You will partner with our Small Business and Consumer Bank Associates
to provide advanced insurance planning, long term care insurance and business insurance. You will also develop
insurance sales via referrals from Financial Center sales staff.
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