Personal Banker SAFE ACT
1 week ago
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 of this role 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 and implement appropriate sales plans to target Book of Business customers. Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the 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, 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 available to uncover opportunities, presenting product offers/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. This includes driving compliance with applicable laws, rules, and regulations, adhering to policy, applying sound ethical judgment, and escalating or reporting control issues transparently. 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. Primary Location: Washington District Of Columbia, United States.Full–time salary range: $58,190.00 – $81,210.00. In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including medical, dental and vision coverage; 401(k); life, accident and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave) and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level and date of hire. Anticipated Posting Close Date: Nov 13, 2025. Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr
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Personal Banker SAFE Act
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Washington, United States Citigroup Inc Full timeThe 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. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities:...
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Washington, United States Citigroup Inc Full timeThe 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. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities:...
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Washington, United States Citigroup Inc. Full timeA leading financial services company in Washington is seeking an entry-level Personal Banker SAFE Act. This role is responsible for assisting in the execution of sales and customer service activities, fostering client relationships, and increasing sales to individual clients. The ideal candidate will have a Bachelor's degree and demonstrate strong...
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