Personal Banker SAFE Act - Huntington Village Branch

Citi • Huntington, NY

4d • $61,280 - $85,520 • Onsite

About The Position

The Personal Banker SAFE Act is an entry-level position that assists with executing 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 supports small-business credit requests under $250,000, identifies and refers larger lending opportunities, and cross-sells treasury and related small-business products. It also develops referrals and sales strategies, serves customers through inbound and outbound calls, and helps branch staff identify customer needs and make appropriate referrals. The Personal Banker educates customers about service and digital channels, presents relevant products and financial solutions, and follows Citi policies and procedures while managing risk and escalating control issues.

The listed primary location is Huntington, New York. The position is full time, with a salary range of $61,280 to $85,520. Eligible employees may also receive incentive or retention awards. Citi lists medical, dental, and vision coverage; 401(k); insurance coverage; wellness programs; paid time off; and paid holidays among its benefits. Offerings may vary by jurisdiction, job level, and date of hire.

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 in developing strategies to grow the small-business client base and implement sales plans targeting Book of Business customers.
• Deliver client services and handle outbound and inbound calls to acquire new relationships and deepen existing ones through 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 making appropriate referrals.
• Recognize clients’ transaction needs, educate them 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 the assets of Citi 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 and unplanned sick leave.
• 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