Personal Banker SAFE Act – Bilingual English/Korean Speaking Preferred – Korea Town Branch
Citi·New York·United States
Role details
Responsibilities
- Work with business credit requests under $250,000, 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 and implement sales plans to target book of business customers
- Deliver client services via outbound and inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering an exceptional client experience
- Provide coaching and guidance to Tellers and other branch staff on products and special programs, identifying client needs, and providing appropriate referrals
- Identify transaction needs of clients, educate on all service and digital channels, and leverage technology and marketing tools to uncover opportunities and present product offers
- Understand and comply with Citi policies, standards, and procedures
- Assess risk when business decisions are made, safeguarding Citi’s reputation and assets by driving compliance with applicable laws, rules, and regulations; adhere to policy and ethical standards; escalate, manage, and report 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
Job Details
Primary Location: New York, New York, United States
Time Type: 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 competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; and paid time off packages. More information about Citi benefits is available at citibenefits.com. Availability of offerings may vary by jurisdiction, job level, and date of hire.
Most relevant skills and other relevant skills are listed above. Anticipated posting close date: Apr 22, 2026.
Citi is an equal opportunity employer. Qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law.
More open roles at Citi
- C
Credit Financing Origination & Structuring Analyst - C11 - NEW YORK
New York
Lateral HiresInvestment Banking - C
Personal Banker Co-Op City Bronx
New York
Students And GraduatesRetail Banking - C
Part-Time Universal Banker (20 Hours) - West New Brighton Branch
New York
Lateral HiresRetail Banking - C
Service Relationship Manager
Singapore
Lateral HiresPrivate Wealth
