Personal Banker SAFE Act, East Williamsburg Branch
Citigroup Inc., New York, NY, United States
Overview
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 relationships with customers to build loyalty and 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
Benefits and Compensation Primary Location: NY‑EAST WILLIAMSBURG
Salary Range: $61,280.00 – $85,520.00 per year
In addition to salary, Citi offers discretionary and formulaic incentive and retention awards. Employees may receive medical, dental & vision coverage; 401(k); life, accident and disability insurance; and wellness programs. Citi also offers paid time off packages, including vacation, sick leave, and paid holidays.
EEO Statement 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, 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 or apply for a career opportunity, review Accessibility at Citi.
View Citi’s EEO Policy Statement and Know Your Rights poster.
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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
Benefits and Compensation Primary Location: NY‑EAST WILLIAMSBURG
Salary Range: $61,280.00 – $85,520.00 per year
In addition to salary, Citi offers discretionary and formulaic incentive and retention awards. Employees may receive medical, dental & vision coverage; 401(k); life, accident and disability insurance; and wellness programs. Citi also offers paid time off packages, including vacation, sick leave, and paid holidays.
EEO Statement 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, 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 or apply for a career opportunity, review Accessibility at Citi.
View Citi’s EEO Policy Statement and Know Your Rights poster.
#J-18808-Ljbffr