Personal Banker Safe Act – East Meadow Branch

Citi Handlowy

East Meadow, New York, United States
Base: $61,280.00 - $85,520.00; bonus/equity: discr...
**
Safe act compliant certification
Nmls registration required
Customer service and sales coordination
** The Personal Banker SAFE Act position at Citi Handlowy in East Meadow, New York, is an entry-level role focused on sales and customer service for individual consumer clients. The role includes assisting with credit requests, cross-selling products, and fostering customer relationships to enhance loyalty and sales. **

Job Summary

  • This entry-level role focuses on fostering customer loyalty and increasing sales to individual consumer clients through coordinated service activities.
  • 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 alongside the salary range.

Matching Summary

Match Score: 75

** The Personal Banker SAFE Act position at Citi Handlowy in East Meadow, New York, is an entry-level role focused on sales and customer service for individual consumer clients. The role includes assisting with credit requests, cross-selling products, and fostering customer relationships to enhance loyalty and sales. **

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 certification
  • NMLS registration required
  • Customer service and sales coordination
  • Small business credit request handling
  • Cross-selling treasury products

Nice-to-have

  • Experience with Smart Banking tools
  • Coaching skills for branch staff
  • Relationship building with COIs
  • Member Get Member program knowledge
  • 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