Personal Banker SAFE Act, Bilingual: English/Mandarin Preferred, Flushing Branch

Citi • New York, NY

16d • $61,280 - $85,520 • Onsite

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 aims to build customer loyalty and increase sales to individual consumer clients. The position also supports small-business client growth by handling business credit requests below $250,000, referring larger lending opportunities, and cross-selling treasury and related small-business products. The role is based at Citi’s Flushing branch in New York and prefers candidates who speak English and Mandarin.

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.
• English/Mandarin bilingual ability preferred.

Responsibilities

• Work with business credit requests below $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 for Book of Business customers.
• Provide client services and make outbound and inbound calls to acquire new relationships and deepen existing ones through relevant product and service cross-selling while delivering 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 about service and digital channels, and 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 appropriately in business decisions, protect the firm’s reputation and the assets of Citi 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 insurance
• Dental insurance
• Vision insurance
• 401(k)
• Life insurance
• Accident insurance
• Disability insurance
• Wellness programs
• Paid vacation
• Paid sick leave
• 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