Personal Banker SAFE Act - Holbrook Branch
CitiNew York, United States
Posted April 9, 2026
61280 - 85520 USD
Full Time
About the Company
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have over 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities. For information on Citi’s commitment to privacy, visit on.citi/privacy.
Job Description
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.
Requirements
- Work with business credit requests less than $250K
- Recognize/referral larger lending opportunities
- 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
- Implement appropriate sales plans to target Book of Business customers
- Deliver client services/outbound calls/inbound calls
- Provide Tellers and other branch staff with coaching and guidance
- Recognize transaction needs of clients
- Educate clients on all service and digital channels
- Leverage technology/marketing tools to uncover opportunities
- Present product offers/financial solutions
- Understand and comply with Citibank policies, standards and procedures
- Assess risk when business decisions are made
- Demonstrate consideration for the firm's reputation and safeguarding Citigroup, its clients and assets
Benefits
- medical, dental & vision coverage
- 401(k)
- life, accident, and disability insurance
- wellness programs
- paid time off packages
- paid holidays