Personal Banker

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. 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**:

- Deliver client services and acquire new relationships and deepens existing relationships through the cross sell of relevant products and
- Build referral business opportunities through Centers of Influence (COIs) and recommend strategies to grow the consumer and small business client base
- Handle small business credit requests up to $100K, recognize/escalate larger lending opportunities and cross sell treasury/ and related small business products
- Recognize transaction needs of clients and educate clients on service and digital channels for providing assistance with self-service
- Perform calling activities including outbound sales as well as follow ups
- Coach tellers and other branch staff on products/special programs, identifying client needs, and providing appropriate referrals
- Understand and comply with Citibank policies, standards and procedures to ensure the security of the bank’s and clients’ assets

**Qualifications**:

- 2-4 years of relevant experience
- NMLS registration; Safe Act compliant
- Previous banking, retail, or sales experience preferred
- Proficient sales skills
- Consistently demonstrates clear and concise written and verbal communication skills
- Proficient computer skills and banking technology skills
- Bilingual English/Spanish Preferred

**Education**:

- High School diploma or equivalent

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
- **Job Family Group**:
Consumer Sales
- **Job Family**:
Branch Sales
- **Time Type**:
Full time
- **Primary Location**:
Huntington New York United States
- **Primary Location Full Time Salary Range**:
$56,500.00 - $73,700.00
- **Anticipated Posting Close Date**:
Apr 26, 2024
- Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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View the **EEO Policy Statement**.

View the **Pay Transparency Posting