Entry-Level Personal Banker: Build Relationships & Grow Sales

Citi; New York (NY); On-site; USD 61,000 - 86,000; Full time

Job summary

The Citi Personal Banker SAFE Act is an entry level position focused on supporting sales, products, and service activities in coordination with the customer service team. The goal is to foster relationships with customers to build loyalty and grow sales to consumer clients in New York.

Responsibilities include handling loan requests under $250K, cross-selling treasury products, and delivering excellent client experiences while adhering to Citi policies and regulatory requirements.

Qualifications

• 0–2 years of relevant experience.
• Banking, retail or sales experience preferred.
• Knowledge of Smart Banking tools and technologies.
• NMLS registration and Safe Act compliance.
• Strong written and verbal communication skills.

Responsibilities

• Work with small business loan requests under $250K and refer larger opportunities.
• Build referral business through COIs and MGM program.
• Grow the small business client and implement sales plans for existing customers.
• Deliver client services and outbound/inbound calls to acquire and deepen relationships.
• Coach tellers and branch staff on products and referrals.
• Educate clients on service options and digital channels; present product offers.
• Understand and comply with Citibank policies and procedures.
• Assess risk in decisions and ensure regulatory compliance and ethics.

Skills

Smart Banking tools and technologies

Written and verbal communication

Education

Bachelor's Degree/University degree or equivalent experience

Tools

NMLS registration

Safe Act compliant

Job description

The Citi Personal Banker SAFE Act is an entry level position focused on supporting sales, products, and service activities in coordination with the customer service team. The goal is to foster relationships with customers to build loyalty and grow sales to consumer clients in New York.

Responsibilities include handling loan requests under $250K, cross-selling treasury products, and delivering excellent client experiences while adhering to Citi policies and regulatory requirements.