Personal Banker SAFE Act - Manhasset Branch

Personal Banker SAFE Act

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 relations 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 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 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 special programs, identify client needs, and provide 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 when business decisions are made, safeguarding Citigroup, its clients and assets by driving compliance with applicable laws, rules, and regulations; adhere to policy and ethical business practices; escalate 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: Manhasset, New York, United States
• Time Type: Full time
• Primary Location Full Time Salary Range: $61,280.00 – $85,520.00