Entry-Level Personal Banker – SAFE Act Ready

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)

Paid time off

Job summary

Citigroup Inc. in Forest Hills, NY seeks a Personal Banker SAFE Act to assist in sales and service activities with the customer service team. The role focuses on fostering customer relationships to build loyalty and drive sales of consumer banking products.

Responsibilities include handling small business referrals, cross-selling treasury products, coaching staff, and educating clients on service channels, while maintaining strict compliance with Citi policies and Safe Act requirements.

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 Member Get Member (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 the 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
• Recognize transaction needs of clients, 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
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Skills

Customer service

Sales skills

Verbal communication

Written communication

Smart Banking tools

Education

Bachelor's Degree/University degree or equivalent experience

Tools

NMLS system

Job description

Citigroup Inc. in Forest Hills, NY seeks a Personal Banker SAFE Act to assist in sales and service activities with the customer service team. The role focuses on fostering customer relationships to build loyalty and drive sales of consumer banking products.

Responsibilities include handling small business referrals, cross-selling treasury products, coaching staff, and educating clients on service channels, while maintaining strict compliance with Citi policies and Safe Act requirements.