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Citi · 2 days ago

Personal Banker SAFE ACT, Whitestone Branch, Officer

Queens, NY

Full-time

Onsite

New Grad, Entry Level

$61K/yr - $86K/yr

0+ years exp

Citi is a leading global bank, and they are seeking a Personal Banker SAFE Act for their Whitestone Branch. The role is responsible for assisting in sales and service activities to build customer loyalty and increase sales to individual consumer clients.

BankingFinanceFinancial Services

H1B Sponsor Likely

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

Qualification

NMLS registrationSmart Banking toolsBanking experienceSales experienceCommunication skills

Required

0-2 years of relevant experience

Knowledge of Smart Banking tools and technologies

NMLS registration; Safe Act compliant

Consistently demonstrates clear and concise written and verbal communication skills

Bachelor's Degree/University degree or equivalent experience

Preferred

Previous banking, retail, or sales experience preferred

Benefits

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Wellness programs

Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Company

Citi

Glassdoor3.8

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Founded in 1812

San Antonio, Texas, USA

10001+ employees

https://www.citi.com

H1B Sponsorship

Citi has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1386)

2024 (849)

2023 (1375)

2022 (1117)

2021 (876)

2020 (901)