Personal Banker – Build Relationships & Growth (Brooklyn)

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

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Job summary

Citi is hiring an entry-level Personal Banker SAFE Act in Brooklyn, NY. The role supports sales, product and service activities with the customer service team to build loyalty and grow sales with individual consumer clients.

Responsibilities include handling small business referrals, coaching staff, cross-selling products, and driving quality client experiences while ensuring compliance with Citi policies 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

• 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 COIs and the MGM Program.
• Assist in strategies to grow the small business client and implement sales plans for Book of Business customers.
• Deliver client services/outbound/inbound calls to acquire new relationships and deepen existing ones through cross-sell.

Skills

Customer service

Sales experience

Smart Banking tools

NMLS registration

Communication skills

Education

Bachelor’s Degree/University degree or equivalent experience

Job description

Citi is hiring an entry-level Personal Banker SAFE Act in Brooklyn, NY. The role supports sales, product and service activities with the customer service team to build loyalty and grow sales with individual consumer clients.

Responsibilities include handling small business referrals, coaching staff, cross-selling products, and driving quality client experiences while ensuring compliance with Citi policies and risk controls.