Personal Banker SAFE Act - Albertson Branch

Citi • Albertson, NY

3d • $61,280 - $85,520 • Onsite

About The Position

The Personal Banker SAFE Act is an entry-level position that assists with executing sales, product, and service activities in coordination with the customer service team. The role aims to build customer loyalty and increase sales to individual consumer clients. The banker supports small-business lending and sales, develops referral opportunities, and serves clients through in-person and phone interactions while identifying appropriate products and financial solutions. The position also supports branch staff with product guidance and is responsible for complying with company policies and managing risk.

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, university degree, or equivalent experience.

Nice To Haves

• Previous banking, retail, or sales experience.

Responsibilities

• Work with business credit requests below $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 with strategies to grow the small-business client base and implement sales plans targeting Book of Business customers.
• Deliver client services and make outbound and inbound calls to acquire new relationships and deepen existing relationships through relevant cross-selling and a strong 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, use available technology and marketing tools to identify opportunities, and present product offers and financial solutions.
• Understand and comply with Citi policies, standards, and procedures.
• Assess risk in business decisions, protect the firm's reputation and assets, comply with applicable laws and policies, use sound ethical judgment, and transparently escalate, manage, and report control issues.
• Perform other job-related duties as assigned.

Benefits

• Medical, dental, and vision coverage.
• 401(k).
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off, including planned vacation time and unplanned sick leave.
• Paid holidays.
• Eligible employees may receive discretionary and formulaic incentive and retention awards.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level