Personal Banker SAFE ACT - Lake Success Branch

Citigroup

New Hyde Park, New York, United States
Base: $61,280.00 - $85,520.00; bonus/equity: discr...
On-site
Safe act compliance required
Nmls registration mandatory
Cross-selling financial products
Citi is seeking a Personal Banker SAFE ACT for its Lake Success Branch in New Hyde Park, New York. This entry-level position involves assisting with sales, customer relations, and product services to foster client loyalty and drive sales growth

Job Summary

  • This entry-level role focuses on fostering customer loyalty and increasing sales to individual consumer clients.
  • The position involves working with credit requests under $250K while identifying opportunities for larger lending and cross-selling treasury products.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), and paid time off packages.

Matching Summary

Match Score: 75

Citi is seeking a Personal Banker SAFE ACT for its Lake Success Branch in New Hyde Park, New York. This entry-level position involves assisting with sales, customer relations, and product services to foster client loyalty and drive sales growth.

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 compliance required
  • NMLS registration mandatory
  • Cross-selling financial products
  • Small business client growth strategies
  • Digital channel education for clients

Nice-to-have

  • Previous retail or sales experience preferred
  • Knowledge of Smart Banking tools
  • Coaching skills for branch staff
  • Strong verbal and written communication
  • Ability to build Centers of Influence

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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