Personal Banker SAFE Act - Yonkers Branch

Citi • Yonkers, NY

1d • $61,280 - $85,520 • Onsite

About The Position

The Personal Banker SAFE Act is an entry-level position focused on supporting sales, product, and service activities alongside the customer service team. The role builds customer relationships and loyalty while helping increase sales to individual consumer clients. It also supports small-business growth through lending referrals, sales planning, relationship development, and cross-selling products and services. The position requires compliance with Citi policies and procedures and careful assessment and escalation of risk.

Requirements

• 0–2 years of relevant experience.
• 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.
• Knowledge of Smart Banking tools and technologies.

Responsibilities

• Work with business credit requests below $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 targeting Book of Business customers.
• Deliver client services and make outbound and inbound calls to acquire new relationships and deepen existing ones through relevant cross-selling and a remarkable client experience.
• Coach and guide tellers and other branch staff on products, 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 identify opportunities, and present product offers and financial solutions.
• Understand and comply with Citi policies, standards, and procedures.
• Assess risk in business decisions, protect the firm’s reputation and the assets of Citi and its clients, comply with applicable laws and regulations and internal policy, 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 vacation and 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