Entry-Level Personal Banker: Grow Relationships & Sales

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

Job summary

Citi is seeking an entry level Personal Banker SAFE Act in New York, NY to assist in executing sales, products, or service activities with customer service teams. The role focuses on fostering customer relationships to build loyalty and drive sales to consumer clients.

Responsibilities include handling small business lending opportunities under $250K, cross-selling treasury products, coaching branch staff, and ensuring compliance with Citibank policies and risk controls.

Qualifications

• Bachelor's degree or equivalent experience.
• 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, refer larger lending opportunities and cross sell treasury and related small business products.
• Build referral business through Centers of Influence (COIs) and MGM program.
• Assist in strategies to grow the small business client and implement sales plans for Book of Business customers.
• Deliver client services and outbound/inbound calls to acquire new relationships and deepen existing ones via cross-sell of products and services.

Skills

Communication skills

Smart Banking tools

Education

Bachelor's degree

Tools

Smart Banking tools

Job description

Citi is seeking an entry level Personal Banker SAFE Act in New York, NY to assist in executing sales, products, or service activities with customer service teams. The role focuses on fostering customer relationships to build loyalty and drive sales to consumer clients.

Responsibilities include handling small business lending opportunities under $250K, cross-selling treasury products, coaching branch staff, and ensuring compliance with Citibank policies and risk controls.