Personal Banker SAFE Act - Rye Branch
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 focuses on building customer relationships and loyalty while helping increase sales to individual consumer clients. The Personal Banker works with small-business credit requests under $250,000, refers larger lending opportunities, and cross-sells treasury and related small-business products. The role also develops referral opportunities, supports small-business growth strategies, serves clients through inbound and outbound calls, and helps deepen existing relationships by identifying needs and presenting relevant products and services. The position coaches branch staff on products and referrals, educates clients about service and digital channels, and follows Citi policies and applicable laws and regulations while appropriately assessing and escalating risk.
Requirements
- 0–2 years of relevant experience.
- NMLS registration and SAFE Act compliance.
- Clear and concise written and verbal communication skills.
- Bachelor’s degree or 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, 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 targeting Book of Business customers.
- Deliver client services and make inbound and outbound calls to acquire new relationships and deepen existing ones through relevant cross-selling and a remarkable client experience.
- Coach and guide tellers and other branch staff on products, 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 Citi policies, standards, and procedures.
- Assess risk in business decisions, protect the firm’s reputation and assets, comply with applicable laws and policies, apply 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 vacation
- Paid sick leave
- Paid holidays
- Discretionary and formulaic incentive and retention awards may be available to eligible employees.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
