Personal Banker SAFE Act - East Meadow 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 aims to foster customer relationships, build loyalty, and increase sales to individual consumer clients. The position also supports small business clients by working with qualifying credit requests, identifying lending and cross-selling opportunities, and helping implement sales strategies. The Personal Banker delivers client service across inbound and outbound channels, helps branch colleagues identify client needs, and promotes suitable products, financial solutions, and digital service options. The role requires compliance with Citi policies and applicable laws and regulations, sound risk judgment, ethical conduct, and transparent escalation and reporting of control issues. 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 compliance with the SAFE Act.
- 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 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 appropriate sales plans for Book of Business customers.
- Deliver client services and handle outbound and inbound calls to acquire new relationships and deepen existing relationships through relevant 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 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 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 regulations and internal 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
- Paid time off, including vacation and 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
