Personal Banker Safe Act – Union Square Branch

Citi Handlowy

New York, New York, United States
Base: $61,280.00 - $85,520.00; bonus/equity: discr...
Sales and product execution coordination
Customer relationship management and loyalty
Cross-selling treasury and small business products
The role is responsible for fostering customer relations to build loyalty and increase sales to individual consumer clients

Job Summary

  • The role is responsible for fostering customer relations to build loyalty and increase sales to individual consumer clients.
  • Employees will assist in executing sales activities, recognizing lending opportunities, and cross-selling treasury products to small business clients.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

The role 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 insurance, wellness programs, and paid time off

Skills & Requirements

Must-have

  • Sales and product execution coordination
  • Customer relationship management and loyalty
  • Cross-selling treasury and small business products
  • Compliance with Citibank policies and regulations
  • Risk assessment and ethical judgment in decisions

Nice-to-have

  • Experience with Smart Banking tools and technologies
  • Coaching skills for tellers and branch staff
  • Strong written and verbal communication skills
  • Ability to leverage digital channels for client acquisition

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 policies and risk assessment

Work Rights

Not specified

Tailored Resume

Cover Letter