Entry-Level Personal Banker – SAFE Act

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

Job summary

Citibank in East Farmingdale, NY is looking for an entry-level Personal Banker SAFE Act to support sales and service activities with the customer service team. The role aims to foster relationships with customers, build loyalty, and help increase sales to individual consumer clients.

You'll work on small business opportunities, refer larger lending, cross-sell treasury products, and coach branch staff on referrals and service channels, while ensuring compliance with Citi policies and risk

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, recognize/refer larger lending opportunities and cross sell treasury and related small business products.
• Build referral business opportunities through Centers of Influence (COIs) and the MGM Program.
• Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers.
• Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through cross-sell of relevant products and services.
• Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals.
• Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools to uncover opportunities, and present product offers/financial solutions.
• Understand and comply with Citibank policies, standards and procedures.
• Appropriately assess risk when business decisions are made, ensuring compliance and safeguarding Citigroup and its clients.

Skills

Smart Banking tools

Clear communication

Education

Bachelor's Degree

Tools

Smart Banking tools

Job description

Citibank in East Farmingdale, NY is looking for an entry-level Personal Banker SAFE Act to support sales and service activities with the customer service team. The role aims to foster relationships with customers, build loyalty, and help increase sales to individual consumer clients.

You'll work on small business opportunities, refer larger lending, cross-sell treasury products, and coach branch staff on referrals and service channels, while ensuring compliance with Citi policies and risk