Personal Banker SAFE Act - Rockville Center

Citi • Rockville Centre, NY

13d • $61,280 - $85,520 • Onsite

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 loyalty and increasing sales to individual consumer clients. The banker also supports small-business growth by handling business credit requests under $250,000, referring larger lending opportunities, and cross-selling treasury and related small-business products. The position delivers client service through in-person interactions and inbound and outbound calls, while identifying needs, recommending relevant products and services, and providing a remarkable client experience. 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 compliance with the SAFE Act.
• 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 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 ones 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, 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, safeguard the firm's reputation 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 planned vacation time and unplanned 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