Personal Banker SAFE Act - New City Branch

Citi • New City, NY

6d • $61,280 - $85,520 • Onsite

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 banker also supports small-business customers by handling business credit requests under $250,000, identifying larger lending opportunities for referral, and cross-selling related products and services. 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 or 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 opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program.
• Help grow the small-business client base and implement sales plans for Book of Business customers.
• Deliver client services and make outbound and inbound calls to acquire new relationships and deepen existing ones through relevant cross-selling and a strong client experience.
• Coach and guide tellers and other branch staff on products, special programs, identifying client needs, and making appropriate referrals.
• Recognize client transaction needs, educate clients 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 Citibank policies, standards, and procedures.
• Assess risk appropriately in business decisions, protect the firm's reputation and its clients and assets, comply with applicable laws and policies, exercise sound ethical judgment, and transparently escalate, manage, and report control issues.

Benefits

• Medical, dental, and vision coverage.
• 401(k).
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off, including planned vacation, unplanned sick leave, and 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