Personal Banker Safe Act - 34th Street Branch

Citi Handlowy

New York, New York, United States
Base: $61,280.00 - $85,520.00; bonus/equity: discr...
Customer service and sales coordination
Cross-sell treasury and small business products
Compliance with citibank policies and regulations
This entry-level position is responsible for fostering customer relations to build loyalty and increase sales to individual consumer clients

Job Summary

  • This entry-level position is responsible for fostering customer relations to build loyalty and increase sales to individual consumer clients.
  • The role involves working with business credit requests under $250K while recognizing larger lending opportunities and cross-selling relevant products.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

This entry-level position is responsible for fostering customer relations to build loyalty and increase sales to individual consumer clients.

Salary

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

Skills & Requirements

Must-have

  • Customer service and sales coordination
  • Cross-sell treasury and small business products
  • Compliance with Citibank policies and regulations
  • Risk assessment for business decisions
  • Client acquisition through outbound calls

Nice-to-have

  • Coaching skills for branch staff
  • Knowledge of Smart Banking tools
  • Experience with Centers of Influence programs
  • Strong written and verbal communication
  • Ability to leverage digital marketing tools

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter