Personal Banker SAFE Act – Union Square Branch

Job 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 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 the 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 coaching and guidance to Tellers and other branch staff on products and special programs, identifying client needs and making appropriate referrals.
• Identify transaction needs of clients, educate on service and digital channels, leverage technology and 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 with attention to the firm’s reputation and safeguarding Citigroup, its clients and assets; drive compliance with applicable laws, rules, and regulations; adhere to policy; apply sound ethical judgment; 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

Job Family Group: Consumer Sales

Job Family: Branch Sales

Time Type: Full time

Primary Location: New York, New York, United States

Compensation

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 competitive benefits, including 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. For additional information regarding Citi employee benefits, please visit citibenefits.com. 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

May 07, 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, protected veteran status, 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.