Personal Banker SAFE Act - Nassau North Area

Job Overview

The Personal Banker SAFE Act is an entry-level position responsible for assisting in the execution of sales, products, or service activities in coordination with the customer service team. The objective of this role 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 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 a remarkable client experience
• Provide Tellers and other branch staff with coaching and guidance on products and specialized programs, identifying client needs, and providing appropriate referrals
• Recognize transaction needs of clients, educate clients on all service and digital channels, leverage technology/marketing tools to uncover opportunities, and present product offers/financial solutions
• Understand and comply with Citibank policies, standards, and procedures
• Assess risk in business decisions, safeguarding Citigroup, its clients and assets by driving compliance with applicable laws and regulations, adhering to policy, applying ethical judgment, 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
• Clear and concise written and verbal communication skills

Education

• Bachelor's Degree/University degree or equivalent experience

Additional Information

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Job Family Group: Consumer Sales

Job Family: Branch Sales

Time Type: Full time

Primary Location: Syosset, New York, United States

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 packages. Availability of offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills
Please see the requirements listed above.

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

Anticipated Posting Close Date: Apr 23, 2026

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 and/or apply for a career opportunity, review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.