Personal Banker SAFE Act - East Farmingdale Branch
Citigroup Inc., East Farmingdale, NY, United States
The Personal Banker SAFE Act is an entry level position responsible for assisting in the execution of sales, product 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/referral 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 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.
Primary Location: East Farmingdale, New York, United States
Full‑time Salary Range: $61,280.00 – $85,520.00
Benefits: medical, dental & vision coverage; 401(k); life, accident and disability insurance; wellness programs; paid time off including vacation and sick leave; paid holidays.
Citi is an equal‑opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status 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, please review our Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
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Responsibilities
Work with business credit requests less than $250K, recognize/referral 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 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.
Primary Location: East Farmingdale, New York, United States
Full‑time Salary Range: $61,280.00 – $85,520.00
Benefits: medical, dental & vision coverage; 401(k); life, accident and disability insurance; wellness programs; paid time off including vacation and sick leave; paid holidays.
Citi is an equal‑opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status 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, please review our Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
#J-18808-Ljbffr