Personal Banker SAFE Act, Flatbush Branch

Citi • New York, NY

1d • $61,280 - $85,520

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 position also supports small business clients by handling business credit requests under $250,000, developing referral opportunities, growing the small business client base, and recommending relevant products and services. The banker provides customer service through inbound and outbound calls, supports branch staff with product and referral guidance, and complies with Citi policies and applicable laws and regulations. Other job-related duties may be assigned as required.

Requirements

• 0–2 years of relevant experience.
• 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.
• Knowledge of Smart Banking tools and technologies.

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 make outbound and inbound calls to acquire new relationships and deepen existing ones through relevant cross-selling 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 clients about service and digital channels, use available technology and marketing tools to uncover 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, 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 vacation, sick leave, and 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