Personal Banker SAFE Act (Bilingual: English/Spanish Speaking Preferred) - Mid Island Branch

About the role

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 is to foster customer relations to build loyalty and help increase sales to individual consumer clients. This role is based in Staten Island, New York, United States, within the Consumer Sales job family (Branch Sales).

Responsibilities

• Work with business credit requests under $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 via outbound and inbound calls to acquire new relationships and deepen existing ones through cross‑sell 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, identify client needs, and provide appropriate referrals.
• Recognize transaction needs of clients, educate clients on all service and digital channels, 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 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

• 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.
• Education: Bachelor's Degree/University degree or equivalent experience.

Benefits

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

Pay

Full‑time salary range: $61,280.00 – $85,520.00. In addition to base salary, Citi may offer discretionary and formulaic incentive and retention awards for eligible employees.

Schedule

Full time.