Entry-Level Personal Banker - SAFE Act Ready

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

Benefits offered by this job

Medical

Dental & Vision Coverage

401(k)

Job summary

Citi Personal Banker SAFE Act position in New York, NY is an entry-level role supporting sales and service activities with the customer service team. The objective is to foster client relationships, build loyalty, and help grow sales to individual consumer clients.

Responsibilities include handling small business credit requests under $250K, cross-selling treasury and related products, and coaching branch staff on programs while ensuring a high-quality client experience and strict compliance.

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
• 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, safeguarding Citi's reputation and assets, and escalating control issues with transparency.

Skills

Clear and concise communication

Smart Banking tools

NMLS registration; Safe Act compliant

Education

Bachelor's Degree/University degree or equivalent experience

Job description

Citi Personal Banker SAFE Act position in New York, NY is an entry-level role supporting sales and service activities with the customer service team. The objective is to foster client relationships, build loyalty, and help grow sales to individual consumer clients.

Responsibilities include handling small business credit requests under $250K, cross-selling treasury and related products, and coaching branch staff on programs while ensuring a high-quality client experience and strict compliance.