Personal Banker Safe Act - Clinton Avenue Branch

Workforcity

Brooklyn, 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 calls
The Personal Banker SAFE Act role focuses on fostering customer relationships to build loyalty and increase sales to individual consumer clients

Job Summary

  • The Personal Banker SAFE Act role focuses on fostering customer relationships to build loyalty and increase sales to individual consumer clients.
  • This position involves working with business credit requests less than $250K and cross selling related small business products while providing coaching to branch staff.
  • Citi offers competitive salary, incentive awards, and comprehensive employee benefits including medical, dental, vision, 401(k), and paid time off.

Matching Summary

The Personal Banker SAFE Act role focuses on fostering customer relationships to build loyalty and increase sales to individual consumer clients.

Salary

Base: $61,280.00 - $85,520.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards; Benefits: Medical, dental, vision, 401(k), life, accident, disability 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 calls
  • Provide coaching to branch staff
  • 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
  • Recognize client transaction needs
  • Demonstrate ethical judgment and compliance

Key Requirements

  • 0-2 years relevant experience
  • Previous banking, retail, or sales experience preferred
  • Knowledge of Smart Banking tools and technologies
  • NMLS registration
  • Safe Act compliant
  • Bachelor's Degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter