Entry-Level Personal Banker (SAFE Act) – Sales & Relationships

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

Job summary

Citi’s Personal Banker SAFE Act is an entry-level role within the Consumer Sales - Branch Sales family, located in Armonk, NY. You will assist in sales, product and service activities in coordination with the customer service team to foster loyalty and grow relationships with individual consumers.

Responsibilities include handling small business credit referrals up to $250K, cross-selling treasury and related products, and coaching branch staff on offerings while maintaining Citi policies and

Qualifications

• 0-2 years of relevant experience required.
• Knowledge of Smart Banking tools and technologies beneficial.
• Proven ability to communicate clearly, both written and verbally.

Responsibilities

• Work with small business credit requests under $250K and refer larger opportunities.
• Build referral business through COIs and MGM programs.
• Assist in growth strategies for small business clients and execute sales plans.

Skills

Smart Banking tools

Customer service

Cross-selling

Communication

Education

Bachelor's Degree/University degree or equivalent experience

NMLS registration; Safe Act compliant

Job description

Citi’s Personal Banker SAFE Act is an entry-level role within the Consumer Sales - Branch Sales family, located in Armonk, NY. You will assist in sales, product and service activities in coordination with the customer service team to foster loyalty and grow relationships with individual consumers.

Responsibilities include handling small business credit referrals up to $250K, cross-selling treasury and related products, and coaching branch staff on offerings while maintaining Citi policies and