Personal Banker SAFE Act - Plainview Branch

Citi; Plainview (NY); On-site; USD 61,280 - 85,520; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) plan

Paid time off

Job summary

Citi in Plainview, NY is seeking an entry-level Personal Banker SAFE Act to assist in executing sales and service activities while fostering customer relationships. The role includes working with business credit requests and delivering exceptional client experiences.

Ideal candidates will bring 0-2 years of experience in banking or sales and possess strong communication skills. The position offers competitive benefits including medical coverage and a 401(k) plan.

Qualifications

• 0-2 years of relevant experience.
• Previous banking, retail, or sales experience preferred.
• NMLS registration; Safe Act compliant.

Responsibilities

• Work with business credit requests less than $250K.
• Build referral business opportunities through COIs and MGM Program.
• Assist in strategies to grow small business clients.

Skills

Communication skills

Sales experience

Banking knowledge

Knowledge of Smart Banking tools

Education

Bachelor’s Degree or equivalent experience

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 and 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 and 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 and marketing tools available to uncover opportunities, and present product offers and 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.

Compensation and Benefits

Full‑time salary range: $61,280.00 – $85,520.00. In addition to salary, Citi offers discretionary and formulaic incentive and retention awards. Competitive employee benefits include medical, dental and vision coverage, a 401(k) plan, life, accident and disability insurance, wellness programs, paid time off (planned vacation, unplanned sick leave and paid holidays).

Equal Opportunity

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.