Personal Banker SAFE Act - Huntington Village Branch

Citi • Huntington, NY

1d • $61,280 - $85,520 • Onsite

About The Position

The Personal Banker SAFE Act is an entry-level position that assists with sales, products, 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 supports small-business lending and sales, develops referral opportunities, and helps grow the small-business client base. It delivers service through inbound and outbound calls, develops new and existing relationships through relevant product cross-selling, and provides branch colleagues with coaching on products, programs, client needs, and referrals. The role also educates clients about service and digital channels, uses available technology and marketing tools to identify opportunities, and presents suitable product offers and financial solutions.

The Personal Banker must comply with Citi policies and procedures, assess risk appropriately, protect the firm's reputation and assets, follow applicable laws and regulations, exercise sound ethical judgment, and transparently escalate, manage, and report control issues. Other job-related duties may be assigned as required.

Requirements

• 0–2 years of relevant experience.
• 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.
• Knowledge of Smart Banking tools and technologies.

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 handle outbound and inbound calls to acquire new relationships and deepen existing ones through relevant product and service 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 making appropriate referrals.
• Recognize client transaction needs, educate clients on service and digital channels, and use 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; promote compliance with applicable laws, rules, regulations, and policy; exercise sound ethical judgment; safeguard the firm's reputation, clients, and assets; 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 planned vacation, unplanned sick leave, and 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