Personal Banker SAFE Act Albertson Branch

Citi; Albertson (NY); On-site; USD 48,000 - 60,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off packages

Wellness programs

Paid time off (vacation, sick leave, H

Job summary

A leading global financial institution is seeking an entry-level Personal Banker in Albertson, NY. In this role, you will assist in sales activities and foster customer relationships, increasing client loyalty and sales. Ideal candidates will have a Bachelor's degree and a passion for customer service and sales. Competitive benefits and a supportive work environment are offered.

Qualifications

• 0-2 years of relevant experience.
• Knowledge of Smart Banking tools and technologies.
• NMLS registration; Safe Act compliant.

Responsibilities

• Assist in business credit requests and recognize larger lending opportunities.
• Build referral business opportunities and deliver client services.
• Coach and guide branch staff on products and client needs.
• Provide client service and outbound/inbound calls to deepen relationships.
• Coach branch staff on products and referrals; identify client needs.
• Educate clients on service channels and present financial solutions.
• Adhere to Citibank policies and comply with regulations.

Skills

Customer service

Sales

Banking knowledge

Communication skills

Education

Bachelor's Degree or equivalent experience

NMLS registration; Safe Act compliant

Tools

Smart Banking tools and technologies

Job description

Overview

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.

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 Member Get Member (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 the 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 available 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, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

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

Education

• Bachelor's Degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills: Please see the requirements listed above.

Other Relevant Skills: For complementary skills, please see above and/or contact the recruiter.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
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