Personal Banker SAFE Act - Broadway/56th Branch

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

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident & disability insurance

Wellness programs

Paid holidays

Job summary

Citigroup in New York is seeking an entry-level Personal Banker SAFE Act to support sales and service activities, building customer loyalty and increasing sales to individual consumer clients.

You will work with small business credit under $250K, refer larger lending opportunities, and cross-sell treasury and related products, while delivering excellent client service across channels.

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 with small business credit requests under $250K and cross-sell treasury products.
• Build referral opportunities through COIs and MGM Program.
• Help grow the small business client and implement sales plans for Book of Business customers.
• Provide client services via outbound/inbound calls to acquire and deepen relationships through cross-sell.
• Coaching and guidance to Tellers and branch staff on products and programs; identifying client needs and referrals.
• Educate clients on service channels and leverage digital tools to uncover opportunities and present product offers.
• Understand and comply with Citibank policies, standards and procedures.
• Assess risk in decisions, safeguarding Citi and assets, driving compliance and escalating issues when needed.

Skills

Experience 0-2 years

Banking experience

NMLS registration

Communication skills

Smart Banking tools

Education

Bachelor's Degree/University degree or equivalent experience

Job description

Position 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

Salary and Benefits

$61,280.00 - $85,520.00

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
• wellness programs
• planned time off (vacation)
• unplanned time off (sick leave)
• 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.

Location and Work Type

Full-time

New York New York United States

Anticipated Posting Close Date: Nov 04, 2026

Equal Opportunity Statement

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 la