Personal Banker SAFE Act - 120 Broadway Branch

Citi • New York, NY

15d • $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. The position also supports small-business clients through lending referrals, product cross-selling, and sales planning.

The role delivers client service through inbound and outbound calls, helps acquire and deepen customer relationships, and provides a remarkable client experience. It also supports branch staff with product guidance and referrals, educates clients about service and digital channels, and applies Citi policies and risk controls. 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 below $250, 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 for Book of Business customers.
• Deliver client services and handle inbound and outbound calls to acquire new relationships and deepen existing ones through relevant product and service cross-selling.
• 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 Citi policies, standards, and procedures.
• Assess risk appropriately, protect the firm’s reputation 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 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