Personal Banker SAFE Act - Lake Success 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 main objective of this role is to foster strong relationships with customers to build loyalty and help increase sales to individual consumer clients.

Responsibilities

• Work with business credit requests under $250K, identifying 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 targeting the Book of Business customers.
• Deliver client services via outbound and inbound calls to acquire new relationships and deepen existing ones through the cross-selling of relevant products and services while ensuring a remarkable client experience.
• Provide coaching and guidance to Tellers and other branch staff regarding products and special programs, identifying client needs, and providing appropriate referrals.
• Recognize clients' transaction needs, educate them on all service and digital channels, and leverage available technology and marketing tools to uncover opportunities and present product offers or financial solutions.
• Understand and comply with all Citibank policies, standards, and procedures.
• Assess risk appropriately when making business decisions, demonstrating 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 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 is 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.

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

Job Details

Job Family Group: Consumer Sales

Job Family: Branch Sales

Time Type: Full time

Primary Location: New Hyde Park, New York, United States

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.

Skills and Dates

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: Sep 25, 2026

Legal and Compliance Information

We use automated processing, including artificial intelligence, for legitimate business interests to identify and align a candidate's skills and abilities with a specific job opening. Additionally, with your consent, we may match your skills to other suitable roles at Citi.

Importantly, all our hiring processes and decisions 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 for further details.

Illinois residents – AI Notice and Right

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, visit Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.