Personal Banker SAFE Act - Manhattan Square Area

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

Responsibilities

• Work with business credit requests less than $250K, 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 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 relationships 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 them on all service and digital channels, leverage technology and marketing tools to uncover opportunities, and present product offers and financial solutions.
• Understand and comply with Citibank policies, standards, and procedures.
• Appropriately assess risk when business decisions are made, 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.

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.

Location

New York, New York, United States.

Pay

Salary range: $61,280.00 – $85,520.00. In addition to salary, eligible employees may receive discretionary and formulaic incentive and retention awards.

Benefits

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