Personal Banker SAFE Act - Broadway/56th Branch

Citi • New York, NY

13d • $61,280 - $85,520

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 lending and product opportunities, develops referral business, and helps grow small business client relationships. It delivers service through inbound and outbound calls and in-person interactions, identifies client needs, and presents relevant products and financial solutions. The role provides guidance to branch staff and follows Citi policies, standards, procedures, and applicable regulatory requirements. 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 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 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 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, leverage 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 appropriately in business decisions, protect the firm's reputation and Citi's clients 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 and 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