Personal Banker SAFE Act - Smithaven Branch

Personal Banker SAFE Act

The Personal Banker SAFE Act is an entry-level position responsible for supporting sales, product, and service activities in coordination with the customer service team. The primary objective is to build customer relationships, foster loyalty, and increase sales to individual consumer clients.

Responsibilities

• Manage business credit requests under $250,000, recognize and 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.
• Support strategies to grow the small business client base and implement appropriate sales plans for Book of Business customers.
• Deliver client service through outbound and inbound calls to acquire new relationships and deepen existing relationships by 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, identifying client needs, and providing appropriate referrals.
• Recognize clients’ transaction needs, educate them on service and digital channels, leverage available technology and marketing tools to identify opportunities, and present product offers and financial solutions.
• Understand and comply with Citibank policies, standards, and procedures.
• Assess risk appropriately when making business decisions, with particular consideration for the firm’s reputation and the protection of Citigroup, its clients, and its assets.
• Drive compliance with applicable laws, rules, and regulations; adhere to policy; apply sound ethical judgment to personal behavior, conduct, and business practices; and transparently escalate, manage, and report control issues.

Qualifications

• 0–2 years of relevant experience.
• Previous banking, retail, or sales experience preferred.
• Knowledge of Smart Banking tools and technologies.
• NMLS registration and SAFE Act compliance.
• Clear and concise written and verbal communication skills.

Education

• Bachelor’s degree, university degree, or equivalent experience.

Position Details

• Job Family Group: Consumer Sales
• Job Family: Branch Sales
• Time Type: Full time
• Primary Location: Lake Grove, New York, United States
• Primary Location Full-Time Salary Range: $61,280.00–$85,520.00

Benefits

In addition to salary, Citi’s offerings may include discretionary and formulaic incentive and retention awards for eligible employees. Citi offers competitive benefits, including medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; wellness programs; paid time off, including vacation and sick leave; and paid holidays. Available offerings may vary by jurisdiction, job level, and date of hire.

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