Personal Banker SAFE Act - Ossining 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 building customer relationships and loyalty while increasing sales to individual consumer clients. The position also supports small business growth through business credit requests under $250,000, referrals for larger lending opportunities, and cross-selling relevant treasury and small business products. The banker provides client service through inbound and outbound calls, educates customers about service and digital channels, and supports branch staff with product and referral guidance. 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 preferred.
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 with strategies to grow the small business client base and implement sales plans targeting Book of Business customers.
- Deliver client service through outbound and inbound calls to acquire new relationships and deepen existing ones by 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 providing appropriate referrals.
- Recognize clients’ transaction needs, educate them on 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 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 time off, including vacation and 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
