Personal Banker Safe Act - Nassau North Area

Work From Home With CiCi

Syosset, New York, United States
Base: $61,280.00 - $85,520.00; bonus/equity: discr...
Not specified
Safe act compliant registration
Nmls registration required
Sales and cross-sell experience
The Personal Banker SAFE Act position at Citi in Syosset, New York, is an entry-level role focused on building customer relationships and increasing sales through various banking products and services. Ideal candidates should have up to two years of relevant experience, preferably in banking or sales, and possess strong communication skills

Job Summary

  • This entry-level role focuses on fostering customer relationships to build loyalty and increase sales to individual consumer clients.
  • The position involves working with business credit requests under $250K while identifying opportunities to cross-sell 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

Match Score: 75

The Personal Banker SAFE Act position at Citi in Syosset, New York, is an entry-level role focused on building customer relationships and increasing sales through various banking products and services. Ideal candidates should have up to two years of relevant experience, preferably in banking or sales, and possess strong communication skills.

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

  • SAFE Act compliant registration
  • NMLS registration required
  • Sales and cross-sell experience
  • Customer service and relationship building
  • Small business credit analysis under $250K

Nice-to-have

  • Knowledge of Smart Banking tools
  • Experience with Centers of Influence
  • Member Get Member program participation
  • Coaching and guidance skills for staff
  • Digital channel education capabilities

Key Requirements

  • Bachelor's Degree or equivalent experience
  • 0-2 years of relevant banking or sales experience
  • NMLS registration and SAFE Act compliance
  • Clear written and verbal communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter