Personal Banker SAFE Act, Mineola Branch

Key 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 via outbound and inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of 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 available technology/marketing tools 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 consideration for the firm's reputation and safeguarding Citigroup, its clients and assets.
• Drive compliance with applicable laws, rules, and regulations, adhere to Policy, apply sound ethical judgment regarding personal behavior, conduct, and business practices, and escalate, manage, and report control issues with transparency.

Requirements & Tech Stack

• NMLS registration; Safe Act compliant.
• Knowledge of Smart Banking tools and technologies.
• Consistently demonstrates clear and concise written and verbal communication skills.

Qualifications

• 0-2 years of relevant experience.
• Previous banking, retail, or sales experience preferred.
• Bachelor's Degree/University degree or equivalent experience.