Personal Banker SAFE Act - East Farmingdale Branch

Personal Banker (SAFE Act)

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 increase sales to individual consumer clients.

Responsibilities

• Work with business credit requests less than $250K, recognizing and referring larger lending opportunities and cross-selling 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 and inbound calls) to acquire new relationships and deepen existing ones through the cross-selling of relevant products and services while delivering a remarkable client experience.
• Provide training and guidance to Tellers and other branch staff regarding products and special programs, identifying client needs, and providing appropriate referrals.
• Recognize client transaction needs, educate clients on all 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.
• Appropriately assess risk when making business decisions, demonstrating particular consideration for 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

Experience & Skills

• 0-2 years of relevant experience.
• Previous banking, retail, or sales experience preferred.
• Knowledge of Smart Banking tools and technologies.
• Consistently demonstrates clear and concise written and verbal communication skills.

Education & Compliance

• Bachelor's Degree/University degree or equivalent experience.
• NMLS registration; Safe Act compliant.

Job Details

Job Family Group: Consumer Sales

Job Family: Branch Sales

Time Type: Full time

Primary Location: East Farmingdale New York, United States

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

Compensation and Benefits

In addition to salary, Citi’s offerings may 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.

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

Anticipated Posting Close Date: Sep 25, 2026