Personal Banker SAFE Act, Woodside Branch
About The Position
The Personal Banker SAFE Act is an entry-level position responsible for assisting 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 client growth through lending, referrals, and product cross-selling. This is a full-time role based in Woodside, New York. The stated salary range is $61,280 to $85,520. Citi may also provide eligible employees with discretionary and formulaic incentive and retention awards, along with employee benefits and paid time off.
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.
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 small business clients 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 relevant product and service 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 providing appropriate referrals.
- Recognize client 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 Citibank policies, standards, and procedures.
- Assess risk appropriately when making business decisions, protect the firm's reputation and the assets of Citigroup and its clients, comply with applicable laws, rules, regulations, and policies, exercise 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
- Planned time off (vacation)
- Unplanned time off (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
