Personal Banker SAFE Act - Bedford Village Branch

Citi • Bedford, NY

1d • $61,280 - $85,520 • Onsite

About The Position

The Personal Banker SAFE Act is an entry-level position responsible for assisting 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 banker also supports small-business growth, handles qualifying business credit requests, and helps clients identify suitable products, services, and financial solutions. 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 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 preferred.

Responsibilities

• Work with business credit requests under $250,000, 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 for Book of Business customers.
• Make outbound and inbound calls and provide client services to acquire relationships and deepen existing ones through relevant cross-selling and a strong client experience.
• Coach and guide tellers and other branch staff on products, 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 identify 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, clients, and 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, 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