Personal Banker SAFE Act, Bilingual: English/Spanish Preferred, Ridgewood Branch

Personal Banker (SAFE Act)

The Personal Banker SAFE Act is an entry-level role responsible for assisting with the execution of sales, product, or service activities in coordination with the customer service team. The objective of this role is to foster customer relationships to build loyalty and increase sales to individual consumer clients.

Responsibilities

• Work with business credit requests under $250K; recognize and 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 with strategies to grow small business clients and implement sales plans targeting Book of Business customers.
• Deliver client services and make outbound and inbound calls to acquire new relationships and deepen existing relationships through cross-selling relevant products and services while providing a remarkable client experience.
• Coach and guide Tellers and other branch staff on products and special programs; identify client needs and provide appropriate referrals.
• Recognize client transaction needs; educate clients on service and digital channels; leverage available technology and marketing tools to uncover opportunities and present product offers/financial solutions.
• Understand and comply with Citibank policies, standards, and procedures.
• Assess risk appropriately when making business decisions, considering the firm’s reputation and safeguarding Citigroup, its clients, and assets by driving compliance with applicable laws, rules, and regulations; adhering to policy; applying sound ethical judgment regarding personal behavior, conduct, and business practices; 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 (or university degree) or equivalent experience.

Job Details

• Job Family Group: Consumer Sales
• Job Family: Branch Sales
• Time Type: Full time
• Primary Location: Ridgewood, New York, United States

Compensation & Benefits

• Primary Location Full Time Salary Range: $61,280.00 - $85,520.00

In addition to salary, Citi’s offerings may also include, for eligible employees, 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.

Additional Information

• 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: Aug 28, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate’s skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Equal Opportunity

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.