Personal Banker SAFE Act - Manhasset Branch

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

Benefits offered by this job

Benefits package

Paid time off

Retirement plan

Job summary

Citigroup in Manhasset, NY is seeking an entry level Personal Banker SAFE Act role to assist in sales, service and coordination with customer teams. You will help build client loyalty and grow relationships by cross-selling treasury and small business products, while supporting tellers and staff with product knowledge.

This role emphasizes compliance with Citi policies, risk controls, and effective use of digital channels to uncover opportunities and deliver excellent client experiences.

Qualifications

• 0-2 years of banking, retail, or sales experience preferred
• NMLS registration and Safe Act compliance
• Strong written and verbal communication skills

Responsibilities

• Assist in processing small business loan requests under $250K and refer larger opportunities
• Cross-sell treasury and related small business products
• Develop referral opportunities through COIs and MGM programs
• Deliver outbound and inbound calls to acquire and deepen client relationships
• Coach branch staff on products and referrals
• Educate clients on services and digital channels; present financial solutions
• Adhere to Citi policies, risk management, and compliance requirements

Skills

Communication skills

Written & verbal skills

Education

Bachelor's degree

Tools

Smart Banking tools

Job description

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.

Location

Manhasset New York United States

Job Type

Full time

Salary & 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; 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.

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 l