Personal Banker SAFE Act

3 days ago


Queens, United States Citi Full time $61,280 - $85,520

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:

  • 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 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, and present product offers/financial solutions
  • Understand and comply with Citibank policies, standards and procedures
  • Appropriately assess risk when business decisions are made, demonstrating particular 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 regarding personal behavior, conduct and business practices, 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


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:

Whitestone New York United States

-

Primary Location Full Time Salary Range:

$61,280.00 - $85,520.00


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 & 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:

Dec 02, 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.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting



  • Queens, United States Citi Full time $61,280 - $85,520

    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. ...


  • Queens, United States Citi Full time $61,280 - $85,520

    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. ...


  • Queens, New York, United States beBee Professionals Full time $25,000 - $40,000

    We are seeking a Personal Care Specialist to provide essential support and assistance to clients in Queens. As a key member of our team, you will play a vital role in ensuring the comfort and well-being of our clients.Responsibilities:Deliver personalized care services including bathing, dressing, and grooming assistance.Support clients with meal preparation...


  • Queens, United States Cathay Bank Full time $19 - $22

    People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional...


  • Queens, United States Cathay Bank Full time $19 - $22

    People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional...


  • Queens, New York, United States Attending Home Care Services Full time

    About Attending Home Care ServicesWe are a leading provider of home health care services in Queens, NY.Compensation and BenefitsWe offer an excellent compensation package, including:A competitive salary range of $18.55 - $20.09 per hour.In addition to our competitive pay, we also provide comprehensive benefits, including paid time off, sick leave, vacation...


  • Queens, New York, United States Attending Home Care Services Full time

    At Attending Home Care Services, we are seeking a compassionate and dedicated Personal Care Assistant to join our team in Queens. This rewarding career offers the opportunity to make a positive impact on the lives of others.The ideal candidate will be responsible for assisting clients with activities of daily living, including bathing, dressing, grooming,...


  • Queens, New York, United States Touch of Love Homecare Agency Full time

    Home Health Aide OpportunityWe are seeking compassionate individuals to join our team as Home Health Aides at the Touch of Love Homecare Agency. This role offers a rewarding career path where you will have the chance to make a positive impact in the lives of individuals who require care and support in their homes.About the Role:Assist clients with daily...


  • Queens, United States Inspire Health Group Full time

    Inspire Health Group - EOM Home Care is a leading provider of Home Care Services throughout New York State and provides the very best work environment for our caregivers and the very best care to our clients. Must be a Certified HHA or PCA. Unique benefits at EOM Home Care Weekly pay. First rate, hands on skills training. Locally owned and operated. Paid...

  • Laser Engraver

    4 weeks ago


    Queens, United States Tiffany & Co. Full time

    Machine Operator - Engraving/Etching is responsible for contributing to the completion of Client Owned Merchandise (COM) and stock repair orders by completing technical processes requiring the use of certain equipment. Specifically, Machine Operator-Engraving-Etching is responsible for overseeing the completion of laser hallmark, embossing, standard...


  • Queens, United States Flushing YMCA Full time $23

    Salary: $23.00 Hourly The YMCA of Greater New York is here for all New Yorkers — to empower youth, improve health, and strengthen community. Founded in 1852, today the Y serves a diverse population of more than half a million New Yorkers who learn, grow, and thrive through programs and services at our 24 branches. Community is the cornerstone of the Y....


  • Queens, United States Flushing YMCA Full time $23

    Salary: $23.00 Hourly The YMCA of Greater New York is here for all New Yorkers — to empower youth, improve health, and strengthen community. Founded in 1852, today the Y serves a diverse population of more than half a million New Yorkers who learn, grow, and thrive through programs and services at our 24 branches. Community is the cornerstone of the Y....


  • Queens, United States HeartShare Human Services of New York Full time

    Job Details Description Job Summary  What is a Direct Support Professional? The Direct Support Professional (DSP) is responsible for implementing person-centered services for each individual. This includes ensuring implementation of the individuals services, goals, and outcomes in relation to program-based and community inclusion activities. In...


  • Queens, United States NYC Health + Hospitals Full time

    About NYC Health + HospitalsQueens Hospital Center is making good on its promise to the people of southeastern and central Queens to maximize both patient convenience and positive clinical outcomes. Residents of Queens can count on the delivery of quality medical care right in their own borough. In 2002 the hospital opened a state-of-the-art, 261-bed...


  • Queens, United States Fresenius Medical Care North America Full time

    POSITION FEATURES: Must be available to work from 2:00 PM to 12:00 AM EST. The shift rotates from Monday to Saturday, and you will be required to work two Saturdays each month. Description Provide your personal attention and kindness, professional insight, and a generosity of spirit. Offer expertise and encouragement. Enhance each patient's future-as well...


  • QUEENS, United States Fidelis Care Full time

    You could be the one who changes everything for our 28 million members. Centene is transforming the health of our communities, one person at a time. As a diversified, national organization, you’ll have access to competitive benefits including a fresh perspective on workplace flexibility. Position Purpose: The Community Relations Specialist is responsible...


  • QUEENS, United States Fresenius Medical Care Full time

    POSITION FEATURES:Shift: Monday - Friday, 7:00 AM - 3:00 PM No Saturdays Must have prior dialysis experiencePURPOSE AND SCOPE: Functions as the hemodialysis team leader in the provision of chronic hemodialysis care and treatment.  Provides day to day direction and supervision to assigned direct patient care staff.  Communicates with the physician and other...


  • Queens, United States Windsor Park Nursing Home Full time

    Windsor Park Nursing Home - Job Responsibilities:Promotes and restores patients' health by developing day-to-day management and long-term planning of the patient care area; directing and developing staff; collaborating with physicians and multidisciplinary professional staffs; providing physical and psychological support for patients, friends, and...


  • Queens, United States Windsor Park Nursing Home Full time

    Windsor Park Nursing Home - Job Responsibilities: Promotes and restores patients' health by developing day-to-day management and long-term planning of the patient care area; directing and developing staff; collaborating with physicians and multidisciplinary professional staffs; providing physical and psychological support for patients, friends, and...

  • Business Specialist

    3 days ago


    Queens, United States Flushing Bank Full time $62,000 - $85,000

    Job Title: Business Specialist (Bilingual Chinese/English Preferred) Job Classification: Sales Department: Retail Banking Status: Salaried/Non-exempt Reports To: Branch Manager Hiring Range: $62,000 - $85,000 Serving Others is Our Passion: As a growing member of the community for more than 90 years, Flushing Bank is dedicated to supporting and serving the...