Personal Banker SAFE Act Job at Citi (New York)

Personal Banker Safe Act

The Personal Banker SAFE Act is an entry level position responsible for the assi...

Location

United States , Bethesda

Salary:

58190.00 - 81210.00 USD / Year

Citi

Expiration Date

June 29, 2026

Requirements

0-2 years of relevant experience
Previous banking, retail, or sales experience preferred
Knowledge of Smart Banking tools and technologies
NMLS registration
Safe Act compliant
Consistently demonstrates clear and concise written and verbal communication skills
Bachelor's Degree/University degree or equivalent experience

Job Responsibility

Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products
Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program
Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers
Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience
Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions
Understand and comply with Citibank policies, standards and procedures
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

What we offer

Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

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Personal Banker SAFE Act

The Personal Banker SAFE Act is an entry level position responsible for the assi...

Location

United States , Miami

Salary:

50600.00 - 70600.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

0-2 years of relevant experience
Previous banking, retail, or sales experience preferred
Knowledge of Smart Banking tools and technologies
NMLS registration
Safe Act compliant
Consistently demonstrates clear and concise written and verbal communication skills
Bilingual English/Spanish Speaking Preferred
Bachelor's Degree/University degree or equivalent experience

Job Responsibility

Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products
Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program
Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers
Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience
Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions
Understand and comply with Citibank policies, standards and procedures
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

Personal Banker SAFE Act - Manhattan Area

The Personal Banker SAFE Act is an entry level position responsible for the assi...

Location

United States , New York

Salary:

61280.00 - 85520.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

0-2 years of relevant experience
Previous banking, retail, or sales experience preferred
Knowledge of Smart Banking tools and technologies
NMLS registration
Safe Act compliant
Consistently demonstrates clear and concise written and verbal communication skills

Job Responsibility

Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products
Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program
Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers
Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience
Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions
Understand and comply with Citibank policies, standards and procedures
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

Personal Banker SAFE Act - Bethesda Row De Novo Branch

The Bethesda Row Branch is a part of Citi's De Novo branches which are newly ope...

Location

United States , Bethesda

Salary:

50600.00 - 70600.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

2-4 years of relevant experience
banking/finance, retail, or sales experience preferred
High school diploma or equivalent required
Bachelor's Degree preferred
Consistently demonstrates clear and concise written and verbal communication skills
Demonstrated ability to cultivate relationships and identify and execute on opportunities for growth
Excellent attention to detail
Strong integrity and professionalism
Proficient computer skills and banking technology skills
NMLS registration

Job Responsibility

Grow your assigned book of business by leveraging inbound and outbound interactions with new and existing clients to share the Citi value proposition, uncover stated and unstated client needs and transform service transactions into sales/referral opportunities
Deepen existing client relationships by investing time getting to know your clients, transforming these learnings into meaningful recommendations, and staying connected beyond the point of sale while delivering remarkable client experience
Represent Citibank as a brand ambassador, an expert on Citi's products and their benefits and an educator on digital innovations
Leverage phone, e-mail, and video channels to perform regular customer outreach including outbound sales, follow ups on pending recommendations and services, and proactive check-ins
maximize the effectiveness of these calls through appropriate planning and prioritization
Cultivate relationships with partners, including Small Business, Home Lending and Personal Wealth Management, enabling you to fulfill or provide appropriate referrals to meet client needs
Invest in personal development and provide peer mentoring as appropriate within the team
Digitally savvy
comfortable adopting new technologies, explaining digital tools to clients, and interacting with clients across multiple channels (both in-person and virtual)
Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products

What we offer

Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

Citizens Banker

Citizens Bankers are the face of the branch. They devote their time getting to k...

Location

United States , Waterford; New London; Groton

Salary:

25.92 - 28.18 USD / Hour

Citizens Bank

Expiration Date

July 04, 2026

Requirements

High School degree or GED required
2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
Ability to effectively ask questions and identify needs to improve the customer relationship
Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
Demonstrated skills in using digital technology to support the delivery of business goals
Aptitude to problem solve and provide solutions to customer issues
Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
Self-motivated, confident and ability to multitask effectively
Ability to work branch hours, which can include weekends and evenings
Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS

Job Responsibility

Get to know customers and build lasting relationships by providing trusted advice
Use strong communication and problem-solving skills to provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs
Get to know customers’ personal financial goals and recommend tailored solutions to help achieve them
Introduce customers to digital and mobile-first ways to handle banking transactions
Collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs
Make outbound calls to acquire new customers and schedule financial checkup appointments
Follow all financial policies and procedures, including proper cash handling, state and local laws and regulations

What we offer

8 hours of paid time off annually for volunteering, separate from regular PTO
Donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
Career opportunities, reward, and upskilling
Comprehensive health care coverage, including medical, dental and vision plans
401K with corporate match
Tuition assistance
Mental health and wellbeing programs
Discounts on student loan refinancing
Two weeks of 100% paid paternal leave (full-time colleagues who give birth are eligible for 16 weeks of paid leave)
Free counseling sessions

Fulltime

Citizens Banker

Citizens Bankers are the face of the branch. They devote their time getting to k...

Location

United States , Sturbridge

Salary:

24.69 - 26.84 USD / Hour

Citizens Bank

Expiration Date

Until further notice

Requirements

High School degree or GED required
2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
Ability to effectively ask questions and identify needs to improve the customer relationship
Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
Demonstrated skills in using digital technology to support the delivery of business goals
Aptitude to problem solve and provide solutions to customer issues
Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
Self-motivated, confident and ability to multitask effectively
Ability to work branch hours, which can include weekends and evenings
Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS

Job Responsibility

Get to know customers and build lasting relationships by providing trusted advice
Provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs
Get to know customers' personal financial goals and recommend tailored solutions to help achieve them
Introduce customers to digital and mobile-first ways to handle banking transactions
Collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs
Make outbound calls to acquire new customers and schedule financial checkup appointments
Follow all financial policies and procedures, including proper cash handling, state and local laws and regulations

What we offer

8 hours of paid time off annually for volunteering
Donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
Comprehensive health care coverage, including medical, dental and vision plans
401K with corporate match
Tuition assistance
Mental health and wellbeing programs
Discounts on student loan refinancing
Maternity/paternity leave
Flexible work arrangements
Education reimbursement

Fulltime

Citizens Banker

Citizens Bankers are the face of the branch. They devote their time getting to k...

Location

United States , Portsmouth

Salary:

25.92 - 28.18 USD / Hour

Citizens Bank

Expiration Date

July 04, 2026

Requirements

High School degree or GED required
2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
Ability to effectively ask questions and identify needs to improve the customer relationship
Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
Demonstrated skills in using digital technology to support the delivery of business goals
Aptitude to problem solve and provide solutions to customer issues
Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
Self-motivated, confident and ability to multitask effectively
Ability to work branch hours, which can include weekends and evenings
Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS

Job Responsibility

Using your strong communication and problem-solving skills — along with your broad range of financial knowledge — you’ll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs
You’ll get to know customers’ personal financial goals and recommend tailored solutions to help achieve them — like planning for the future, buying a home or opening a new credit card
You’ll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs
You’ll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs
You’ll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now
All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations

What we offer

Meaningful work & relationships
Career opportunities, reward, and upskilling
Exceptional benefits – Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more
Commitment to community – Give back with 8 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
Opportunity to earn additional incentive earnings

Fulltime

Citizens Banker

Our best Bankers are confident, self-starters who excel at building relationship...

Location

United States , Newark

Salary:

25.00 USD / Hour

Citizens Bank

Expiration Date

Until further notice

Requirements

High School degree or GED required
2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
Ability to effectively ask questions and identify needs to improve the customer relationship
Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
Demonstrated skills in using digital technology to support the delivery of business goals
Aptitude to problem solve and provide solutions to customer issues
Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
Self-motivated, confident and ability to multitask effectively
Ability to work branch hours, which can include weekends and evenings
Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS

Job Responsibility

Provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs
Get to know customers’ personal financial goals and recommend tailored solutions to help achieve them
Introduce customers to digital and mobile-first ways to handle banking transactions
Collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs
Make outbound calls to acquire new customers and schedule financial checkup appointments
Follow all financial policies and procedures, including proper cash handling, state and local laws and regulations

What we offer

8 hours of paid time off annually for volunteering
Donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
Training, coaching, career planning and development resources
Comprehensive health care coverage including medical, dental and vision plans
401K with corporate match
Tuition assistance
Mental health and wellbeing programs
Discounts on student loan refinancing
Two weeks of 100% paid paternal leave
Full-time colleagues who give birth are eligible for 16 weeks of paid leave

Fulltime

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