Growth-Focused Personal Banker (Entry Level)

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

Job summary

Citigroup in New York 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 relationships with customers to build loyalty and grow sales to individual consumer clients.

Responsibilities include handling lending opportunities up to $250K, cross-selling treasury and related small business products, coaching staff, and promoting digital channels while ensuring compliance and risk controls.

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

• Assist in sales, products or service activities with the customer service team.
• Build referral opportunities and cross-sell treasury and related small business products.
• Grow the small business client base and implement sales plans.
• Deliver client services and outbound/inbound calls to acquire and deepen relationships.
• Coach tellers and branch staff on products and programs and provide referrals.

Skills

Communication skills

Sales aptitude

Customer service

Verbal/written clarity

Education

Bachelor's degree

Tools

Smart Banking tools

Job description

Citigroup in New York 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 relationships with customers to build loyalty and grow sales to individual consumer clients.

Responsibilities include handling lending opportunities up to $250K, cross-selling treasury and related small business products, coaching staff, and promoting digital channels while ensuring compliance and risk controls.