# Personal Banker SAFE Act, Queens West Area

[Citi](https://www.jorb.ai/firms/citi.md) · New York · United States · [Retail Banking](https://www.jorb.ai/jobs/retail-banking.md)

Citi is hiring a Personal Banker SAFE Act, Queens West Area in New York. Posted 2026-05-18; applications close 2026-07-17.

**Apply**: https://citi.wd5.myworkdayjobs.com/2/job/Jackson-Heights-New-York-United-States/Personal-Banker-SAFE-Act--Queens-West-Area_26953042

Posted 2d ago.

## Role details

## 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 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 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 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 programs, identifying client needs, and providing appropriate referrals
  
- Recognize transaction needs of clients, educate clients on service and digital channels, and leverage technology/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, safeguard the firm's reputation and assets, drive compliance with applicable laws, rules, and regulations, adhere to policy, apply ethical judgment, and escalate/manage/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

Jackson Heights, 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; wellness programs; and paid time off packages (vacation, sick leave, holidays). For additional information, 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

Jun 18, 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, 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.

## Applying to this role

This Personal Banker SAFE Act, Queens West Area role at Citi runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications.

[Tailor this application](https://www.jorb.ai/signup?ref=job-atom&firm=citi&job=6a0b55356ac2e2fcddc368fd)

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Updated: 2026-05-20
Canonical: https://www.jorb.ai/jobs/6a0b55356ac2e2fcddc368fd