Personal Banker SAFE Act, Pelham Manor Branch
Citi
Pelham Manor, NY0–2 yrs4h agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 2 years · Bachelor's degree
- Must know
- Customer serviceLead generationMarketing
- Nice to have
- Sales
- Work
- On-site in Pelham Manor
- Pay
- Not stated by the employer.
- Skill demand
- Sales60%Customer service44%Lead generation21%Marketing14%of 99 similar entry-level jobs posted in the US this week
- Listed
- Nov 12, 2026 · still open
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About the Role
The Personal Banker SAFE Act is an entry-level position focused on assisting with sales, product, or service activities in coordination with the customer service team. The primary objective is to build customer loyalty and increase sales to individual consumer clients.
Key Responsibilities
- Work with business credit requests under $250K, recognizing and referring 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 appropriate sales plans for Book of Business customers.
- Deliver client services, including outbound and inbound calls, to acquire new relationships and deepen existing ones through cross-selling relevant products and services, while providing a remarkable client experience.
- Coach and guide Tellers and other branch staff on products, special programs, identifying client needs, and making appropriate referrals.
- Recognize client transaction needs, educate clients on all service and digital channels, and 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 making business decisions, demonstrating 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, and escalating, managing, and reporting 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
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.