Personal Banker SAFE Act - Yorkville Branch

Citi • New York, NY

1d • $61,280 - $85,520

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 fostering customer relationships, building loyalty, and increasing sales to individual consumer clients. It also supports small-business growth through client service, referrals, lending requests, cross-selling, and appropriate sales plans.

The position delivers an excellent client experience through inbound and outbound calls, helps clients use service and digital channels, and provides branch staff with coaching and guidance on products and referral opportunities. The role must comply with Citi policies and procedures and appropriately assess and escalate risk while safeguarding the firm, its clients, and its assets.

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.

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 sales plans targeting Book of Business customers.
• Deliver client services and conduct inbound and outbound calls to acquire new relationships and deepen existing ones through relevant cross-selling while providing a remarkable client experience.
• Coach and guide tellers and other branch staff on products, special programs, identifying client needs, and appropriate referrals.
• Recognize clients’ transaction needs, educate them about 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 in business decisions, safeguard Citi, its clients, and assets, comply with applicable laws and regulations, 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.
• Eligible employees may receive discretionary and formulaic incentive and retention awards.

What This Job Offers

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