Personal Banker SAFE Act - Cos Cob Branch

Citi • Cos Cob, CT

4d • $61,280 - $85,520

About The Position

The Personal Banker SAFE Act is an entry-level position responsible for assisting with sales, products, and service activities in coordination with the customer service team. The role focuses on fostering customer relationships, building loyalty, and helping increase sales to individual consumer clients. The position also supports small-business banking by working with qualifying credit requests, developing referral opportunities, and implementing sales plans.

The Personal Banker delivers customer service through inbound and outbound calls, identifies customer needs, recommends relevant products and services, and helps customers use available service and digital channels. The role also coaches branch staff on products, programs, and referrals, while adhering to Citi policies and applicable laws and managing and escalating risk and control issues appropriately.

Requirements

• 0–2 years of relevant experience.
• NMLS registration and compliance with the SAFE Act.
• 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 below $250,000, recognize and refer larger lending opportunities, and cross-sell treasury and related small-business products.
• Build referral 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 service through outbound and inbound calls to acquire new relationships and deepen existing ones through relevant cross-selling and a strong client experience.
• Coach and guide tellers and other branch staff on products, special programs, identifying client needs, and making appropriate referrals.
• Recognize clients’ transaction needs, explain service and digital channels, 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 appropriately in business decisions; protect the firm’s reputation and the assets of Citi and its clients; comply with applicable laws, rules, regulations, 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