Personal Banker SAFE Act – Bilingual English/Mandarin/Cantonese Speaking Preferred – Chinatown Branch

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

Responsibilities

• Work with business credit requests less than $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 calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of 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, identifying client needs, and providing appropriate referrals
• Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/marketing tools available 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's reputation and assets, driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound 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
• 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
• 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. Paid time off packages include vacation, sick leave, and 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 12, 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, 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 or apply for a career opportunity, review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster for more information.