Personal Banker SAFE Act - Fort Lee Branch

Citi • Fort Lee, NJ

4d • $61,280 - $85,520

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 customers, delivers client service, develops new relationships, and deepens existing relationships through relevant product and service referrals and cross-selling.

This job description provides a high-level review of the work performed. 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.

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 with strategies to grow the small business client base and implement sales plans targeting Book of Business customers.
• Deliver client services and make outbound and inbound calls to acquire new relationships and deepen existing relationships through cross-selling relevant products and services while delivering a remarkable client experience.
• Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and making appropriate referrals.
• Recognize clients’ transaction needs, educate them on service and digital channels, use available technology and marketing tools to uncover 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 Citigroup and its clients, 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.
• Discretionary and formulaic incentive and retention awards for eligible employees.

What This Job Offers

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