Personal Banker SAFE Act, Officer

About the Role

The Personal Banker SAFE Act is an entry-level position focused on fostering customer relationships to build loyalty and increase sales to individual consumer clients. This role supports sales, product, or service activities in coordination with the customer service team.

Key Responsibilities

• Work with business credit requests less than $250K.
• Recognize and refer larger lending opportunities.
• 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 base and implement sales plans for target Book of Business customers.
• Deliver client services via outbound and inbound calls to acquire new relationships and deepen existing ones through cross-selling relevant products and services, while delivering a 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 client transaction needs.
• Educate clients on all service and digital channels.
• Leverage technology and marketing tools to uncover opportunities and present product offers/financial solutions.
• Understand and comply with Citibank policies, standards, and procedures.
• Appropriately assess risk when making business decisions, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets.
• Drive compliance with applicable laws, rules, and regulations.
• Adhere to Policy and apply sound ethical judgment regarding personal behavior, conduct, and business practices.
• Escalate, manage, and report control issues with transparency.

Requirements & Tech Stack

• NMLS registration; Safe Act compliant.
• Knowledge of Smart Banking tools and technologies.

Qualifications

• 0-2 years of relevant experience.
• Previous banking, retail, or sales experience preferred.
• Consistently demonstrates clear and concise written and verbal communication skills.
• Bilingual English/Spanish Speaking Preferred.

Education

• Bachelor's Degree/University degree or equivalent experience.