Entry-Level Personal Banker: Grow Relationships & Cross-Sell

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

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident & disability insurance

Wellness programs

Paid time off

Job summary

Citigroup Inc. is hiring an entry-level Personal Banker SAFE Act in Brooklyn, NY. The role supports sales and service activities with customer service teams to foster client loyalty and grow sales for individual consumer clients.

Responsibilities include handling small business lending opportunities, cross-selling treasury products, and coaching branch staff while ensuring compliance with Citigroup policies and risk controls. A Bachelor's degree is required.

Qualifications

• 0-2 years of relevant experience.
• NMLS registration; Safe Act compliant.
• Clear and concise written and verbal communication skills.

Responsibilities

• Work with business credit requests under $250K and refer larger lending opportunities.
• Build referral business through Centers of Influence (COIs) and MGM program.
• Assist in strategies to grow the small business client and implement sales plans.
• Deliver client services via outbound/inbound calls to acquire and deepen relationships through cross-sell.
• Provide coaching to tellers and staff on products and programs and referrals.
• Educate clients on service and digital channels and present product offers.

Education

Bachelor's Degree/University degree or equivalent experience

Tools

Smart Banking tools

Job description

Citigroup Inc. is hiring an entry-level Personal Banker SAFE Act in Brooklyn, NY. The role supports sales and service activities with customer service teams to foster client loyalty and grow sales for individual consumer clients.

Responsibilities include handling small business lending opportunities, cross-selling treasury products, and coaching branch staff while ensuring compliance with Citigroup policies and risk controls. A Bachelor's degree is required.