Personal Banker - Safe Act Manhattan Uptown Area

Workforcity

New York, New York, United States
Base: $61,280.00 - $85,520.00; bonus/equity: discr...
Work with business credit requests under $250k
Cross sell treasury and small business products
Deliver client services via inbound and outbound calls
The Personal Banker SAFE Act is an entry level position responsible for assisting in sales, products, or service activities to foster customer loyalty and increase sales

Job Summary

  • The Personal Banker SAFE Act is an entry level position responsible for assisting in sales, products, or service activities to foster customer loyalty and increase sales.
  • Citi offers competitive employee benefits including medical, dental, vision coverage, 401(k), insurance, wellness programs, and paid time off packages.
  • The role involves working with business credit requests less than $250K, cross-selling products, coaching branch staff, and ensuring compliance with policies and regulations.

Matching Summary

The Personal Banker SAFE Act is an entry level position responsible for assisting in sales, products, or service activities to foster customer loyalty and increase sales.

Salary

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

Skills & Requirements

Must-have

  • Work with business credit requests under $250K
  • Cross sell treasury and small business products
  • Deliver client services via inbound and outbound calls
  • Provide coaching to branch staff on products
  • Comply with banking policies and regulations

Nice-to-have

  • Build referral business through Centers of Influence
  • Implement sales plans for small business growth
  • Leverage technology and marketing tools
  • Demonstrate ethical judgment and risk assessment

Key Requirements

  • 0-2 years relevant experience
  • NMLS registration
  • Safe Act compliant
  • Bachelor's Degree or equivalent experience
  • Previous banking, retail, or sales experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter