Personal Banker In Training (RDG)

Citibank North America's Retail Distribution Group delivers a wide array of banking, lending, insurance (1), and investment services (2) to individual consumers in the U.S. The Commercial Markets Group focuses on the financial needs of small- and middle-market businesses. The network of Financial Centers, which currently includes approximately 800 locations, is complemented by our electronic delivery systems, including 24/7 access to ATMs, Citibank Online, and CitiPhone Banking.

Citigroup Inc. and its subsidiaries ("Citigroup") are equal opportunity employers M/F/D/V and do not discriminate on the basis of any legally protected status or characteristic. Nothing in this site constitutes a promise or offer of employment.

The Client Financial Analyst proactively sources and acquires new client relationships while deepening existing relationships.  Provide full financial needs assessment solutions utilizing Citipro (financial needs analysis tool).   Refer investment, mortgage, CitiBusiness and insurance business to appropriate sales specialist for sales fulfillment.  Support and incorporate key bank initiatives into the sales process.

Proven track record in proactive sales and client service environment, including financial planning or other relevant product sales.  Excellent analytical and creative problem-solving skills.  Goal oriented.  Ability to influence others and meet/exceed client expectations.  Excellent communication and presentation skills.  BA/BS in business preferred.  Series 6, 63 and Life & Health licenses, or the ability to obtain all within 60 days of employment.