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Company: citi Job Code: JIBCAer0peDQb Location (City or ZIP): San Francisco Status: Full Time Posting Date: 05/21/2012		Job Category: Banking Salary Range: - not specified - Career Level: - any - Education Level: - any -

Job Description

Citibank's small business banking serves companies with annual sales Position Summary: Execute integrated sales, service and relationship strategies to support growth, relationship deepening, and retention of small business customers. Proactively source and expand business banking customer relationships by maximizing Financial Center-based sales opportunities and ensuring customer retention. Probe within customer base for needs and opportunities to cross-sell to other business segments. Position Responsibilities: Business Development and Sales * Achieve customer acquisition and relationship deepening sales goals for small business customers by - acquiring new business through business development activities including but not limited to referrals from existing clients and outbound activities (e.g. out-of-branch business development, prospect calling) - expanding existing relationships through needs-based selling - outreaching to community / centers of influence - meeting both small business and personal banking needs of business customers * Utilize effective calling techniques and lead management to generate new small business customers from branch-based top customer lists and other targeted lead lists including prospect leads * Work with branch team to execute the branch's small business plan. Support small business sales blitzes and on-going business development including place-of-business visits, and referral/network development * Effectively leverage Marketing campaigns and new product launches to drive sales activities and fulfill customer needs * Provide ongoing coaching to Branch staff to effectively identify referral opportunities * Partner with other areas (e.g., commercial banking, mortgage, PWM) to ensure ongoing communication with regard to existing and future customer needs * Meet activity standards and goals as prescribed in Step-Up! And Citimax to achieve branch score card goals. * Effectively execute all Step-Up! routines. Relationship Deepening and Customer Servicing * Proactively contact existing small business customers to expand and deepen relationship and ensure all financial service needs are met * Maintain customer advocacy and client retention by providing exceptional Customer Service in every customer transaction. * Drive efforts in the Branch to identify and implement service behaviors that improve the overall customer experience * Own customer issues - resolve customer issues promptly and effectively * Establish and maintain strong relationships with branch staff, Commercial Business Relationship Managers and Business Development Officers - ensure smooth on-boarding of all business branch clients, including new RM-managed Commercial clients - proactively communicate regarding customer opportunities and service situations * Within the Branch, serve as primary interface to support Business and Commercial customer servicing needs including relationship-managed customers. * Provide commercial clients in branch (Tiers 0-3) with essential information to help manage accounts including available access channels (e.g. ATM, Online, phone support) Supporting the Branch * Create a warm, welcoming and friendly environment for customers and employees. * Foster teamwork in the branch to ensure a positive customer experience. * Support sales/service activities within the Branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc * Refer sales opportunities to others within the Branch and other partners as appropriate. * Adhere to operational controls, includingLegal, corporate, and regulatory procedures to ensure the safety and Security of customer and bank assets. * Demonstrate a positive can-do attitude and develop a customer first culture 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. NOTE: You may be required to take a timed online assessment once you complete an online profile. If you need to take the assessment, you will either be directed to do immediately or you will receive an email with instructions on how to access the assessment within the next few days. Please ensure that your email address is accurate on our system, and please note that the assessment invitation may go into your spam folder rather than to your inbox. The assessment will require 45-60 minutes of uninterrupted time to complete. Qualifications: * High school diploma/GED required; Bachelor's degree in business (preferred) or equivalent work experience * Experience and a track record of success in the following areas are strongly preferred: - Business-to-business sales - Outbound sales - Generating sales leads and building a referral network - Create a sales plan and executing against individual sales goals * Experience in Small Business Banking preferred * Customer service orientation * Positive attitude * Demonstrated ability to motivate and influence others * Excellent verbal and written communication skills * Strong analytical/problem solving skills * Financial/business acumen * Basic Computer skills 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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Company: citi Location: San Francisco

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