Citigroup Inc.
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
Compensation Base salary: $61,280.00 – $85,520.00 per year. Eligible employees may also receive discretionary and formulaic incentive and retention awards.
Benefits Medical, dental and vision coverage; 401(k); life, accident and disability insurance; wellness programs; paid time off packages including vacation, sick leave and paid holidays. For additional information, visit citibenefits.com. Offerings may vary by jurisdiction, job level and date of hire.
Employment Details Type: Full time
Location: Rockaway Park, New York, United States
Job Closing Date Feb 08, 2026
Equal Opportunity Employment Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran or any other characteristic protected by law.
Accessibility and EEO Information If you have a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review the Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
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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
Compensation Base salary: $61,280.00 – $85,520.00 per year. Eligible employees may also receive discretionary and formulaic incentive and retention awards.
Benefits Medical, dental and vision coverage; 401(k); life, accident and disability insurance; wellness programs; paid time off packages including vacation, sick leave and paid holidays. For additional information, visit citibenefits.com. Offerings may vary by jurisdiction, job level and date of hire.
Employment Details Type: Full time
Location: Rockaway Park, New York, United States
Job Closing Date Feb 08, 2026
Equal Opportunity Employment Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran or any other characteristic protected by law.
Accessibility and EEO Information If you have a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review the Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
#J-18808-Ljbffr