Personal Banker SAFE Act - Morris Park Branch

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

Benefits offered by this job

Competitive benefits

Job summary

Citi in Bronx, NY is seeking a Personal Banker SAFE Act entry level to assist in sales, products and service activities with the customer service team. You will help grow relationships with individual consumer clients and support branch staff.

Ideal candidates have 0-2 years of relevant experience, basic banking knowledge, and strong communication skills. This role emphasizes risk awareness, compliance with Citi policies, and cross-selling opportunities in a fast-paced retail banking environment.

Qualifications

• 0-2 years of relevant experience required or preferred
• Previous banking, retail, or sales experience preferred
• Knowledge of Smart Banking tools and technologies
• NMLS registration; Safe Act compliant

Responsibilities

• Work with consumer credit requests under $250K; refer larger opportunities and cross-sell treasury products
• Build referral business through COIs and MGM program
• Assist in growth strategies for small business clients and sales plans
• Deliver client services and outbound/inbound calls to acquire and deepen relationships through cross-sell
• Coach branch staff on products and programs, identify client needs and provide referrals
• Educate clients on service and digital channels; present product offers and financial solutions

Skills

Communication skills

Sales skills

Customer service

Smart Banking tools

Education

Bachelor's Degree/University degree or equivalent experience

Tools

NMLS registration

Safe Act compliant

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

Primary Location

Bronx New York United States

Primary Location Full Time Salary Range

$61,280.00 - $85,520.00

Benefits

Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

Job Family Group

Consumer Sales

Job Family

Branch Sales

Anticipated Posting Close Date

Sep 21, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details. Illinois residents – AI Notice and Right

Equal Employment 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 law.

Reasonable Accommodation for Disabilities

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