Personal Banker SAFE Act, Bilingual: English/Mandarin Preferred, Fresh Meadows Branch

Citi • New York, NY

4d • $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 fostering customer relationships, building loyalty, and increasing sales to individual consumer clients. The position also supports small-business client growth through lending-related work, referrals, and sales plans. Bilingual English/Mandarin skills are preferred.

Requirements

• 0–2 years of relevant experience.
• NMLS registration and SAFE Act compliance.
• Consistently demonstrate 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.
• Bilingual English/Mandarin skills are preferred.

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 business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program.
• Assist in strategies to grow the small-business client base and implement appropriate sales plans for Book of Business customers.
• Deliver client services and handle outbound and inbound calls to acquire new relationships and deepen existing relationships through relevant 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 providing 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, protect 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 insurance
• Dental insurance
• Vision coverage
• 401(k)
• Life, accident, and disability insurance
• Wellness programs
• Paid time off, including vacation and sick leave
• Paid holidays
• Discretionary and formulaic incentive and retention awards may be available to eligible employees.

What This Job Offers

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