Personal Banker SAFE Act - Entry-Level Banking & Sales

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

Job summary

Citi in New York is seeking an entry-level Personal Banker to assist in sales, product and service activities in coordination with the customer service team. The role aims to foster customer relationships, build loyalty, and help increase sales to individual consumer clients.

You will support small business cross-sell opportunities, work with COIs and MGM referrals, and guide branch staff on products and programs while adhering to Citi policies and regulatory requirements.

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 Centers of Influence (COIs) and the 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/inbound calls to acquire new relationships and deepen existing relationships through cross-sell of relevant products and services while delivering client experience
• Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing referrals
• Educate clients on service and digital channels and leverage technology/ marketing tools to uncover opportunities and present product offers
• Understand and comply with Citibank policies, standards and procedures
• Assess risk in decisions, drive compliance with laws and regulations, escalate issues with transparency

Skills

Smart Banking tools

NMLS registration

Clear communication

Education

Bachelor's Degree

Tools

Citibank systems

Job description

Citi in New York is seeking an entry-level Personal Banker to assist in sales, product and service activities in coordination with the customer service team. The role aims to foster customer relationships, build loyalty, and help increase sales to individual consumer clients.

You will support small business cross-sell opportunities, work with COIs and MGM referrals, and guide branch staff on products and programs while adhering to Citi policies and regulatory requirements.