Personal Banker SAFE ACT - Lake Success Branch

Job Summary

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 under $250K, identify/referral of 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 through outbound and inbound calls to acquire new relationships and deepen existing relationships via cross-selling relevant products and services while delivering an exceptional 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 service and digital channels, and 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, safeguarding Citi’s reputation and assets by driving compliance with applicable laws and regulations, adhering to policy, applying ethical judgment, and escalating or 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 Hyde Park, New York, United States
• Primary Location Full Time Salary Range: $61,280.00 - $85,520.00

In addition to salary, Citi’s offerings may also 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; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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.