at Citi
Bulge Bracket Investment BanksPosted 2 days ago
No clicks
**Personal Banker SAFE Act - Broadway/72nd Branch (New York, NY)** Key Responsibilities: - Assist in sales, service, and product activities for individual consumer clients - Grow small business client portfolio, implement sales plans, and cross-sell products - Provide excellent client experience through outbound/inbound calls and remarkable service - Collaborate with branch staff, COIs, and MGM programs to build referral business - Coach/guide branch staff on products, programs, and client needs; recognize transaction needs, and leverage technology/marketing tools Qualifications: - 0-2 years of relevant experience (banking, retail, sales preferred) - NMLS registration; Safe Act compliant - Knowledge of Smart Banking tools and technologies - Bachelor's degree or equivalent experience - Strong communication skills, both written and verbal Job Summary: Citi is seeking a motivated Personal Banker SAFE Act for their Broadway/72nd Branch location in New York. This entry-level position is responsible for assisting in sales, service, and product activities to foster customer loyalty and drive small business client growth. Ideal candidates will have relevant experience, strong communication skills, and a commitment to delivering remarkable client experiences while leveraging technology and marketing tools.
- Compensation
- $61,280 – $85,520 USD
- City
- New York City
- Country
- United States
Currency: $ (USD)
Full Job Description
Personal Banker SAFE Act - Broadway/72nd Branch
Job Req Id:
26976757
Location(s):
New York, New York, United States
Job Type:
On-Site/Resident
Posted:
Jul. 07, 2026
Discover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, youll have the opportunity to grow your career, give back to your community and make a real impact.
Job Overview
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.
Responsibilities:
- 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.
Qualifications:
- 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
Education:
- Bachelor's Degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
------------------------------------------------------
Job Family Group:
Consumer Sales------------------------------------------------------
Job Family:
Branch Sales------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Primary Location:
New York New York United States------------------------------------------------------
Primary Location Full Time Salary Range:
$61,280.00 - $85,520.00
In addition to salary, Citis offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
Anticipated Posting Close Date:
Jul 14, 2026------------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi( opens in new window).
View Citis EEO Policy Statement( opens in new window) and the Know Your Rights( opens in new window) poster.
