Personal Banker SAFE Act, Selma Branch, Officer

Citi; New York (NY); On-site; USD 42,000 - 64,000; Full time

Job summary

Citi is hiring a Personal Banker SAFE Act at the Selma Branch. The role supports sales, service and relationship building to drive loyalty and growth in consumer client accounts.

You will engage in cross-selling treasury and related small business products, utilize Smart Banking tools, and ensure compliance with Citibank policies while delivering outstanding client experiences.

Qualifications

• 0–2 years of relevant experience.
• Previous banking, retail, or sales experience preferred.
• Knowledge of Smart Banking tools and technologies.
• NMLS registration and Safe Act compliance.
• Clear and concise written and verbal communication skills.

Responsibilities

• Work with small business loan opportunities under $250K, refer larger lending opportunities and cross-sell treasury products.
• Build referral opportunities with Centers of Influence (COIs) and MGM program.
• Assist in strategies to grow the small business client and implement sales plans for Book of Business customers.
• Conduct client outreach via calls to acquire and deepen relationships and cross-sell relevant products.
• Provide coaching to tellers and staff on products and programs and identify client needs for referrals.
• Educate clients on service options and digital channels; present product offers and financial solutions.
• Understand and comply with Citibank policies, standards and procedures.
• Assess risk in business decisions, safeguard Citi and its assets, and escalate control issues with transparency.

Skills

Communication

Sales

NMLS registration

Education

Bachelor’s Degree

Tools

Smart Banking tools & technologies

Job description

Personal Banker SAFE Act, Selma Branch, Officer

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Job Overview

The Personal Banker SAFE Act is an entry‑level position responsible for assisting 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.

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.