Personal Banker SAFE Act - 90 Park Branch

Citi • New York, NY

2d • $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 aims to build customer loyalty and increase sales to individual consumer clients. The position also supports small business client growth by working on business credit requests under $250,000, referring larger lending opportunities, and cross-selling treasury and related small business products. The role is based at the 90 Park Branch in New York, New York.

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 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 opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program.
• Help develop strategies to 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 and special programs, identifying client needs, and providing appropriate referrals.
• Recognize client transaction needs, educate clients 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 Citibank policies, standards, and procedures.
• Assess risk in business decisions, protect the firm's reputation and the assets of Citigroup and its clients, 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 time and unplanned sick leave.
• Paid holidays.
• Discretionary and formulaic incentive and retention awards may be available to eligible employees.

What This Job Offers

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