Personal Banker SAFE Act - Bilingual English/Spanish Preferred - Hunts Point 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 helping increase sales to individual consumer clients. The position also supports small business client growth by assisting with business credit requests under $250,000, developing referrals, and cross-selling relevant products and services. The banker provides an excellent client experience, guides branch staff on products and referrals, and follows applicable Citi policies and regulatory requirements. 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.
Nice To Haves
- Previous banking, retail, or sales experience.
- Bilingual English/Spanish.
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 appropriate 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 cross-selling relevant products and services while delivering a remarkable client experience.
- Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals.
- Recognize clients’ transaction needs, educate them on service and digital channels, and 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 appropriately when making business decisions, protect the firm’s reputation and the assets of Citi and its clients, comply with applicable laws and regulations, 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
- Discretionary and formulaic incentive and retention awards may be available to eligible employees.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
