Personal Banker, Citi

Personal Banker

Citi

Location:
United States, Ridgewood, New York

Category:
Banking

Contract Type:
Employment contract

Salary:

61280.00 - 85520.00 USD / Year

Save Job

Apply Position

Job Description:

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.

Job Responsibility:

Work with business credit requests less than $250K
Recognize/refer larger lending opportunities
Cross sell treasury and related small business products
Build referral business opportunities through Centers of Influence and Member Get Member Program
Assist in strategies to grow small business client base
Implement sales plans to target Book of Business customers
Deliver client services through outbound/inbound calls
Acquire new relationships and deepen existing relationships
Provide Tellers and branch staff with coaching and guidance
Understand and comply with Citibank policies, standards and procedures
Assess risk when making business decisions

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

Nice to have:

Previous banking, retail, or sales experience

What we offer:

Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages including vacation, sick leave, and paid holidays
Discretionary and formulaic incentive and retention awards

Additional Information:

Job Posted:
November 26, 2025

Expiration:
December 02, 2025

Employment Type:

Fulltime

Work Type:

On-site work

View All Jobs In This Company

Job Link Share:

Welcome to CrawlJobs.com –
Your Global Job Discovery Platform

At CrawlJobs.com, we simplify finding your next career opportunity by bringing job listings directly to you from all corners of the web. Using cutting-edge AI and web-crawling technologies, we gather and curate job offers from various sources across the globe, ensuring you have access to the most up-to-date job listings in one place.