Client Banking Advisor – Grow Relationships & Cross-Sell

Citigroup Inc.; Bay Shore (NY); On-site; USD 61,000 - 86,000; Full time

Job summary

Citigroup Inc. in Bay Shore, NY is seeking an entry level Personal Banker SAFE Act to support sales and service activities with the customer service team. The role aims to foster customer loyalty and drive sales to individual clients.

Responsibilities include handling small business credit requests, cross-selling products, building referrals, and coaching branch staff. The position requires compliance with Citi policies and risk controls, with a focus on delivering exceptional client experiences.

Qualifications

• 0-2 years of relevant experience.
• Previous banking, retail, or sales experience preferred.
• Knowledge of Smart Banking tools and technologies.
• NMLS registration; Safe Act compliant.
• Consistently demonstrates clear and concise written and verbal communication skills.

Responsibilities

• Work with business credit requests under $250K and refer larger lending opportunities.
• Cross-sell treasury and related small business products.
• Build referral opportunities through Centers of Influence and MGM programs.
• Provide client services and outbound/inbound calls to acquire and deepen relationships.
• Coach branch staff on products and referrals.
• Educate clients on service channels and present financial solutions.
• Ensure compliance with Citibank policies and risk controls.

Skills

Customer service

Sales experience

Written & verbal communication

Education

Bachelor's Degree

Tools

Smart Banking tools

Job description

Citigroup Inc. in Bay Shore, NY is seeking an entry level Personal Banker SAFE Act to support sales and service activities with the customer service team. The role aims to foster customer loyalty and drive sales to individual clients.

Responsibilities include handling small business credit requests, cross-selling products, building referrals, and coaching branch staff. The position requires compliance with Citi policies and risk controls, with a focus on delivering exceptional client experiences.