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Personal Banker : PG and E Branch : San Francisco - (San Francisco, CA)

* Primary Location: United States,California,San Francisco - Job Function: Sales - Take ownership of the client background including on:boarding and resolve service issues as appropriate through follow:up from self and other Citi resources following client transactions. - Cultivate partnerships with segment partners (e.g. Commercial and Small Business, Home Lending, Financial Advisors, Citigold) to obtain and provide appropriately qualified referrals; meet periodically with segment partners to review goals, discuss strategies, and solicit feedback and coaching. - Execute integrated sales, relationship, and credit strategies that are aligned with the branchs business plan. - Conduct outbound sales activities (e.g., phone out:reach, community events, meetings with local businesses) to establish visibility in the community and drive business to the branch. - Proven background to develop and execute a sales plan - Proven work history to successfully deepen and retain client relationships


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Posted in San Francisco, CA, Accounting & Finance
From Tip Top Job - 1 month ago