Entry-Level Personal Banker (SAFE Act) - Build Relationships

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

Job summary

Citi in Uniondale, NY is seeking an entry-level Personal Banker SAFE Act to assist in sales, products, and service activities with the customer service team. The role aims to foster customer relationships, build loyalty, and help increase sales to individual consumer clients.

You will work with tellers and staff, cross-sell relevant products, and ensure compliance with Citibank policies while driving a positive client experience.

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 less than $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 while delivering remarkable client experience.
• Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals.
• Educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions.
• Understand and comply with Citibank policies, standards and procedures.
• Assess risk when business decisions are made with emphasis on safeguarding Citigroup, its clients and assets.

Skills

Smart Banking tools

Communication skills

NMLS registration

Education

Bachelor's Degree/University degree or equivalent experience

Job description

Citi in Uniondale, NY is seeking an entry-level Personal Banker SAFE Act to assist in sales, products, and service activities with the customer service team. The role aims to foster customer relationships, build loyalty, and help increase sales to individual consumer clients.

You will work with tellers and staff, cross-sell relevant products, and ensure compliance with Citibank policies while driving a positive client experience.