Personal Banker SAFE Act - Chappaqua Branch
About The Position
The Personal Banker SAFE Act is an entry-level position that assists with sales, product, and service activities in coordination with the customer service team. The role focuses on fostering customer relationships, building loyalty, and increasing sales to individual consumer clients. The position also supports small business banking by handling business credit requests under $250,000, identifying larger lending opportunities for referral, and promoting relevant treasury and small business products. The Personal Banker delivers client services and handles inbound and outbound calls to acquire new relationships and deepen existing ones through relevant cross-selling and a strong client experience. The role helps branch staff identify client needs and make appropriate referrals, educates clients about service and digital channels, and uses available technology and marketing tools to identify opportunities and present financial solutions. The employee is expected to follow Citi policies and procedures and apply sound judgment to manage and escalate risk and control matters. The position is based at the Chappaqua branch in New York and is full-time. The listed salary range is $61,280 to $85,520. Eligible employees may also receive incentive and retention awards and access benefits that include medical, dental, and vision coverage; a 401(k); life, accident, and disability insurance; wellness programs; paid time off; and paid holidays. Offerings may vary by jurisdiction, job level, and hire date.
Requirements
- 0–2 years of relevant experience.
- Knowledge of Smart Banking tools and technologies.
- NMLS registration and compliance with the SAFE Act.
- Clear and concise written and verbal communication skills.
- Bachelor's degree or university degree, or equivalent experience.
Nice To Haves
- Previous banking, retail, or sales experience preferred.
Responsibilities
- Work with business credit requests under $250,000, 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 base and implement sales plans targeting Book of Business customers.
- Deliver client services and handle outbound and inbound calls to acquire new relationships and deepen existing ones through cross-selling relevant products and services while providing a remarkable client experience.
- Coach and guide tellers and other branch staff on products and special programs, identifying client needs, and making appropriate referrals.
- Recognize clients' transaction needs, educate them about service and digital channels, and use available technology and marketing tools to identify opportunities and present product offers or financial solutions.
- Understand and comply with Citi policies, standards, and procedures.
- Assess risk in business decisions, safeguard the firm's reputation and assets, comply with applicable laws and policies, apply sound ethical judgment, and transparently escalate, manage, and report control issues.
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- 401(k)
- Life insurance
- Accident insurance
- Disability insurance
- Wellness programs
- Paid vacation
- Paid sick leave
- Paid holidays
- Eligible employees may receive discretionary and formulaic incentive and retention awards.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
