# Personal Banker SAFE Act, Queens West Area

[Citi](https://www.jorb.ai/firms/citi.md) · New York · United States · [Retail Banking](https://www.jorb.ai/jobs/retail-banking.md)

Citi is hiring a Personal Banker SAFE Act, Queens West Area in New York. Posted 2026-04-11; applications close 2026-06-10.

**Apply**: https://citi.wd5.myworkdayjobs.com/2/job/Jackson-Heights-New-York-United-States/Personal-Banker-SAFE-Act--Queens-West-Area_26953042

Posted 11d ago.

## Role details

## Personal Banker – SAFE Act

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 objective is to foster relationships with customers to build loyalty and help increase sales to individual consumer clients.

## Responsibilities

  
- Work with business credit requests under $250K, recognize/refer larger lending opportunities, and cross-sell treasury and related small business products.
  
- Build referral opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program.
  
- Assist in strategies to grow the small business client base and implement appropriate sales plans targeting Book of Business customers.
  
- Deliver client services, outbound and inbound calls to acquire new relationships and deepen existing relationships through cross-selling relevant products and services while delivering an outstanding client experience.
  
- Provide coaching and guidance to Tellers and other branch staff on products, programs, client needs, and referrals.
  
- Identify client transaction needs, educate on service and digital channels, leverage available technology/marketing tools to uncover opportunities, and present product offers/financial solutions.
  
- Understand and comply with Citibank policies, standards, and procedures.
  
- Assess risk when making business decisions, safeguarding Citigroup’s reputation, clients, and assets by ensuring compliance with applicable laws and regulations, adhering to policy, 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 view of the work performed. Other job-related duties may be assigned as required.

**Job Details**

**Most Relevant Skills:** Please see the requirements listed above.

**Other Relevant Skills:** For complementary skills, please see above and/or contact the recruiter.

## Position Details

**Anticipated Posting Close Date:** May 11, 2026

**Most Relevant Facts** — Citibank policies and benefits are described below for eligible employees. This includes standard benefits, time off, and eligibility details. Availability of offerings may vary by jurisdiction, job level, and date of hire.

_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._

**Primary Location:** Jackson Heights, New York, United States

**Time Type:** Full time

**Primary Location Full Time Salary Range:** $61,280.00 – $85,520.00

In addition to salary, Citi’s offerings may include discretionary and formulaic incentive and retention awards. Citi offers benefits including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; and paid time off. For more information, please visit citibenefits.com. Availability of offerings may vary by jurisdiction, job level, and date of hire.

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Updated: 2026-04-22
Canonical: https://www.jorb.ai/jobs/69dbd5a3b66aef45a0377c48