Personal Banker SAFE Act - Mineola Branch

Citi • Mineola, NY

2d • $61,280 - $85,520 • Onsite

About The Position

The Personal Banker SAFE Act is an entry-level branch sales position responsible for assisting with sales, product, and service activities in coordination with the customer service team. The role focuses on building customer relationships and loyalty while increasing sales to individual consumer clients. It also supports small business clients through lending referrals, product cross-selling, and sales planning. The position is based at the Mineola branch in Mineola, New York.

The role includes delivering a remarkable client experience through inbound and outbound calls, helping customers identify appropriate products and services, and educating them about available service and digital channels. The Personal Banker also coaches branch staff on products and referrals, uses available technology and marketing tools to identify opportunities, and complies with Citi policies and applicable laws and regulations while appropriately assessing and escalating risk.

Other job-related duties may be assigned as required. Citi states that eligible employees may receive discretionary and formulaic incentive and retention awards. Benefits and available offerings may vary by jurisdiction, job level, and date of hire.

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 for Book of Business customers.
• Deliver client services and make outbound and inbound calls to acquire new relationships and deepen existing ones through relevant product and service cross-selling.
• Provide Tellers and other branch staff with coaching and guidance on products, 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 when making business decisions, safeguard the firm, its clients, and its assets, comply with applicable laws and policies, apply 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 packages, including planned vacation time, 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