Personal Banker: Growth & Client Relations

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

Job summary

Citi in Pelham Manor, NY is hiring an entry-level Personal Banker SAFE Act to support sales, service, and client relationship building within the branch team. You will assist in handling small business lending referrals, cross-sell treasury and related products, and help grow the customer book through focused outreach and excellent service.

The role emphasizes collaboration with tellers and staff, use of digital tools, and adherence to Citi policies while driving responsible growth and client

Qualifications

• 0-2 years of relevant experience required or preferred.
• Knowledge of banking products and sales practices.
• Strong written and verbal communication skills, with a client-focused approach.

Responsibilities

• Assist in execution of sales, products or services with customer service team.
• Work on small business lending referrals (< $250K) and cross-sell treasury products.
• Develop referral opportunities through COIs and MGM programs.
• Deliver client services via outbound and inbound calls to acquire and deepen relationships.
• Coach branch staff on products and referrals; identify client needs and provide solutions.
• Educate clients on service channels and available digital tools; present product offers.
• Ensure compliance with Citibank policies, standards and procedures.
• Assess risk in business decisions and escalate issues with transparency.

Skills

0-2 years experience

Banking/retail sales

Clear communication

NMLS registration

Education

Bachelor's Degree/University degree or equivalent experience

NMLS registration

Tools

Smart Banking tools

Job description

Citi in Pelham Manor, NY is hiring an entry-level Personal Banker SAFE Act to support sales, service, and client relationship building within the branch team. You will assist in handling small business lending referrals, cross-sell treasury and related products, and help grow the customer book through focused outreach and excellent service.

The role emphasizes collaboration with tellers and staff, use of digital tools, and adherence to Citi policies while driving responsible growth and client