Personal Banker SAFE Act – AA/23rd Branch

Citigroup

New York, New York, United States
Base: $61,280.00 - $85,520.00; bonus/equity: discr...
On-site
Safe act compliant nmls registration
Customer service and sales coordination
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 loyalty

Job Summary

  • This entry-level position is responsible for assisting in the execution of sales and service activities while fostering customer loyalty.
  • The role involves recognizing transaction needs, educating clients on digital channels, and leveraging technology to uncover product opportunities.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), 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 loyalty.

Salary

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

Skills & Requirements

Must-have

  • SAFE Act compliant NMLS registration
  • Customer service and sales coordination
  • Cross-selling treasury and small business products
  • Risk assessment and compliance adherence
  • Digital channel education for clients

Nice-to-have

  • Previous banking or retail sales experience
  • Knowledge of Smart Banking tools
  • Strong written and verbal communication skills
  • Experience with Centers of Influence referrals

Key Requirements

  • NMLS registration required
  • SAFE Act compliance mandatory
  • Bachelor's degree or equivalent experience
  • 0-2 years relevant experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter