Small Business Banking Specialist - SAFE Act

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

Benefits offered by this job

Medical benefits

401(k) plan

Paid holidays

Job summary

Citi in Brooklyn, NY seeks a Branch Sales professional to support small business clients, handle credit requests under $250K, and cross-sell treasury and related products to build a stronger client base.

You will drive client services, outbound and inbound calls to acquire and deepen relationships, coach branch staff on products and referrals, and ensure compliance with Citi policies while managing risk.

Qualifications

• 0-2 years of relevant experience.
• Previous banking, retail, or sales experience preferred.
• Knowledge of Smart Banking tools and technologies.

Responsibilities

• Work with business credit requests less than $250K; refer larger opportunities and cross-sell treasury products.
• Build referral opportunities via Centers of Influence and MGM program.
• Assist in growth strategies for small business clients and implement sales plans.

Skills

Communication skills

Sales aptitude

Written/verbal communication

Education

Bachelor's Degree/University degree

Tools

NMLS registration

Smart Banking tools

Job description

Citi in Brooklyn, NY seeks a Branch Sales professional to support small business clients, handle credit requests under $250K, and cross-sell treasury and related products to build a stronger client base.

You will drive client services, outbound and inbound calls to acquire and deepen relationships, coach branch staff on products and referrals, and ensure compliance with Citi policies while managing risk.