Personal Banker SAFE Act - Mid Island Branch

Citibank (Switzerland) AG; New York (NY); On-site; Confidential; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability ins.

Job summary

Citibank (Switzerland) AG is seeking an entry level Personal Banker SAFE Act in Staten Island, NY. The role supports sales and service activities within the customer service team to foster client loyalty and drive sales among individual consumer clients.

Responsibilities include handling small business opportunities, coaching staff, and ensuring compliance with Citibank policies and risk controls. The position requires 0–2 years of relevant experience and a Bachelor's degree."

Qualifications

• Strong written and verbal communication skills.
• NMLS registration and Safe Act compliance.
• Prior banking, retail, or sales experience preferred.

Responsibilities

• Assist in sales and service activities with the customer service team.
• Refer larger lending opportunities and cross-sell treasury and related small business products.
• Grow the small business client base and implement sales plans for book of business customers.
• Deliver client services through outbound/inbound calls to acquire and deepen relationships.

Skills

Written and verbal communication

NMLS registration

Retail banking experience

Cross-selling

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.

Job Family Group:

Consumer Sales

Job Family:

Branch Sales

Time Type:

Full time

Primary Location:

Staten Island New York United States

Primary Location Full Time Salary Range: $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.

Employee Benefits:

• 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.

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. View Citi’s EEO Policy Statement and the Know Your Rights poster.