Personal Banker Safe Act - Bilingual: English/mandarin Preferred - Flushing Branch

Citi Handlowy

Flushing, New York, United States
Base: $61,280.00 - $85,520.00; bonus/equity: discr...
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Work with business credit requests under $250k
Cross sell treasury and small business products
Deliver client services via inbound and outbound calls
** Citi Handlowy is seeking a bilingual Personal Banker for its Flushing Branch, targeting candidates who can assist in sales and customer service activities. The role emphasizes building customer relationships, cross-selling financial products, and compliance with banking regulations. **

Job Summary

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

Matching Summary

Match Score: 75

** Citi Handlowy is seeking a bilingual Personal Banker for its Flushing Branch, targeting candidates who can assist in sales and customer service activities. The role emphasizes building customer relationships, cross-selling financial products, and compliance with banking regulations. **

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 inbound and outbound calls
  • Provide coaching to branch staff on products
  • Comply with Citibank policies and regulations

Nice-to-have

  • Build referral business through Centers of Influence
  • Implement sales plans for small business clients
  • Leverage technology and marketing tools
  • Recognize transaction needs and educate clients

Key Requirements

  • 0-2 years relevant experience
  • NMLS registration
  • Safe Act compliant
  • Bachelor's Degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter