The Personal Banker SAFE Act is an entry level position responsible for the assistance 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 relations with customers to build loyalty and to help increase sales to individual consumer clients.

Responsibilities :

• Deliver client services and acquire new relationships and deepens existing relationships through the cross sell of relevant products and
• Build referral business opportunities through Centers of Influence (COIs) and recommend strategies to grow the consumer and small business client base
• Handle small business credit requests up to $100K, recognize / escalate larger lending opportunities and cross sell treasury / and related small business products
• Perform calling activities including outbound sales as well as follow ups
• Coach tellers and other branch staff on products / special programs, identifying client needs, and providing appropriate referrals
• Understand and comply with Citibank policies, standards and procedures to ensure the security of the bank’s and clients’ assets
• Appropriately assess risk when business decisions are made, 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 :

• 2-4 years of relevant experience
• NMLS registration; Safe Act compliant
• Previous banking, retail, or sales experience preferred
• Proficient sales skills
• Consistently demonstrates clear and concise written and verbal communication skills
• Proficient computer skills and banking technology skills
• Bilingual English / Spanish Preferred

Education :

High School diploma or equivalent

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

Consumer Sales

Job Family : Branch Sales

Branch Sales

Time Type : Full time

Full time

Primary Location :

Huntington New York United States

Primary Location Full Time Salary Range :

$56, - $73,

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 Available offerings may vary by jurisdiction, job level, and date of hire.

Anticipated Posting Close Date :

Apr 26, 2024

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi ) invite all qualified interested applicants to apply for career opportunities.

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 .

Last updated : 2024-04-28