Personal Banker SAFE Act, Bilingual: English/Mandarin Preferred, Queens Area

Personal Banker (SAFE Act)

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 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 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/inbound calls to acquire new relationships and deepen existing relationships through 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 programs, identifying client needs, and providing appropriate referrals.
• Recognize transaction needs of clients, educate clients on service and digital channels, leverage technology and marketing tools to uncover opportunities, and present product offers and financial solutions.
• Understand and comply with Citibank policies, standards, and procedures.
• Assess risk in business decisions, safeguard the firm's reputation and assets, drive compliance with applicable laws and regulations, adhere to policy, exercise ethical judgment, and 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
• Clear and concise written and verbal communication skills
• Bilingual in English and Mandarin preferred

Education

• Bachelor's Degree/University degree or equivalent experience

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

Job Details

Job Family Group: Consumer Sales

Job Family: Branch Sales

Time Type: Full time

Primary Location: Flushing, 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.

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

Jun 14, 2026

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their 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.