Personal Banker SAFE Act - Montague Street Branch

About the role

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 is to foster relationships with customers to build loyalty and 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 sales plans targeting Book of Business customers.
• Deliver client services via outbound and inbound calls to acquire new relationships and deepen existing ones through cross‑selling relevant products and services while providing a remarkable client experience.
• Provide tellers and other branch staff with coaching and guidance on products, special programs, client needs identification, and appropriate referrals.
• Recognize transaction needs, educate clients on service and digital channels, leverage technology and 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, safeguarding Citigroup’s reputation and assets by driving compliance with applicable laws, regulations, and internal policies, and escalating 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 or equivalent experience.

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

Schedule

Full time

Location

New York, New York, United States