Personal Banker SAFE Act, Bilingual: English/Mandarin Preferred, Queens Area

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 is to foster relations with customers to build loyalty and help increase sales to individual consumer clients.

Responsibilities

• Work with business credit requests less than $250K, recognize/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 in strategies to grow the small business client base and implement appropriate sales plans to target Book of Business customers
• Deliver client services, outbound calls, and inbound calls to acquire new relationships and deepen existing ones through cross-selling 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 transaction needs of clients, educate clients on all service and digital channels, and leverage technology/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 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, and escalating, managing, and reporting control issues with transparency

Requirements

• 0-2 years of relevant experience
• Previous banking, retail, or sales experience preferred
• Knowledge of Smart Banking tools and technologies
• NMLS registration; SAFE Act compliant
• Consistently demonstrates clear and concise written and verbal communication skills
• Bilingual in English and Mandarin preferred

Qualifications

Bachelor’s Degree/University degree or equivalent experience.

Pay

Full-time salary range: $61,280.00 - $85,520.00. In addition to salary, Citi’s offerings may include, for eligible employees, discretionary and formulaic incentive and retention awards.

Benefits

• Medical, dental, and vision coverage
• 401(k) plan
• Life, accident, and disability insurance
• Wellness programs
• Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Primary location: Flushing, New York, United States.