Personal Banker Safe Act - Manhattan Area

Citi Handlowy

New York, New York, United States
Base: $61,280.00 - $85,520.00; bonus/equity: discr...
Sales and product execution coordination
Customer relationship management and loyalty
Cross-selling treasury and small business products
This entry-level position is responsible for assisting in the execution of sales and service activities while fostering customer relationships to build loyalty

Job Summary

  • This entry-level position is responsible for assisting in the execution of sales and service activities while fostering customer relationships to build loyalty.
  • The role involves working with credit requests under $250K, identifying larger lending opportunities, and cross-selling relevant treasury and small business products.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

This entry-level position is responsible for assisting in the execution of sales and service activities while fostering customer relationships to build loyalty.

Salary

Base: $61,280.00 - $85,520.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability insurance, wellness programs, and paid time off

Skills & Requirements

Must-have

  • Sales and product execution coordination
  • Customer relationship management and loyalty
  • Cross-selling treasury and small business products
  • Risk assessment and compliance adherence
  • Client service delivery via inbound/outbound calls

Nice-to-have

  • Coaching and guidance for branch staff
  • Digital channel education and technology leverage
  • Referral business development through COIs
  • Member Get Member program participation
  • Strong written and verbal communication skills

Key Requirements

  • Bachelor's Degree or equivalent experience
  • NMLS registration and SAFE Act compliance
  • 0-2 years of relevant banking or sales experience
  • Knowledge of Smart Banking tools and technologies

Work Rights

Not specified

Tailored Resume

Cover Letter