261002103 Personal Banker SAFE Act - Pelham Manor Branch
About The Position
The Personal Banker SAFE Act is an entry-level position responsible for assisting with sales, products, and service activities in coordination with the customer service team. The role focuses on building customer relationships and loyalty while increasing sales to individual consumer clients. The position also supports small-business banking by handling business credit requests under $250,000, referring larger lending opportunities, growing small-business client relationships, and cross-selling relevant products and services. The Personal Banker delivers client service through inbound and outbound calls, helps branch colleagues identify client needs and make referrals, and uses available technology and marketing tools to present appropriate products and financial solutions. The role requires compliance with Citi policies and applicable laws and regulations, sound risk judgment, and transparent escalation and reporting of control issues. Other job-related duties may be assigned as required.
Requirements
- 0–2 years of relevant experience.
- Knowledge of Smart Banking tools and technologies.
- NMLS registration and SAFE Act compliance.
- 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 under $250,000, recognize and 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 conduct 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, consider the firm’s reputation and the protection of Citi, its clients, and assets, comply with applicable laws and policies, exercise 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 time off, including vacation and sick leave
- Paid holidays
- Eligible employees may receive discretionary and formulaic incentive and retention awards
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
