Personal Banker SAFE Act - Brush Hollow Branch

Position Overview

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

Responsibilities

• Work with business credit requests under $250,000, 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 the small business client base and implement appropriate sales plans to target Book of Business customers.
• Deliver client services and make outbound and inbound calls to acquire new relationships and deepen existing relationships through the cross-selling of relevant products and services while delivering a remarkable client experience.
• Provide tellers and other branch staff with coaching and guidance 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 uncover opportunities, and present product offers and financial solutions.
• Understand and comply with Citi policies, standards, and procedures.
• Appropriately assess risk when making business decisions, with particular consideration for the firm’s reputation and the safeguarding of Citigroup, its clients, and assets.
• Drive compliance with applicable laws, rules, and regulations; adhere to policies; apply sound ethical judgment regarding 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.
• Consistently demonstrates clear and concise written and verbal communication skills.

Education

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

Additional Information

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

• Job Family Group: Consumer Sales
• Job Family: Branch Sales
• Time Type: Full time
• Primary Location: Westbury, New York, United States
• Primary Location Full-Time Salary Range: $61,280.00–$85,520.00
• Anticipated Posting Close Date: September 25, 2026

Benefits

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, and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time-off packages, including planned time off, unplanned time off, and paid holidays. Available offerings may vary by jurisdiction, job level, and date of hire.

Automated Processing and Artificial Intelligence

Citi uses automated processing, including artificial intelligence, for legitimate business interests and reasonable and appropriate business purposes to identify and align candidates’ skills and abilities with specific job openings. With the candidate’s consent, Citi may also match their skills and abilities to other suitable roles.

All hiring processes and decisions, including determining suitability for a role, are conducted, checked, and decided by individuals. Automated processing and artificial intelligence do not involve reliance on automatic or autonomous decision-making.

Equal Employment Opportunity

Citi is an equal opportunity employer. Qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law.