Personal Banker SAFE Act - Rockville Center Branch

Citi • Rockville Centre, NY

19d • $61,280 - $85,520

About The Position

The Personal Banker SAFE Act is an entry-level position that assists with sales, products, and service activities in coordination with the customer service team. The role aims to foster customer relationships, build loyalty, and increase sales to individual consumer clients. The position also supports small-business lending and sales, provides client service through inbound and outbound calls, and helps customers identify and use relevant products, services, and digital channels. Other job-related duties may be assigned as required.

Requirements

• 0–2 years of relevant experience.
• 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.
• 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 small-business clients and implement appropriate sales plans for targeted 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 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 or financial solutions.
• Understand and comply with Citibank 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.
• Eligible employees may receive discretionary and formulaic incentive and retention awards.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level