Personal Banker SAFE Act- Palisades Branch- On-Site

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 include working with business credit requests less than $250K, recognizing/referring larger lending opportunities and cross selling treasury and related small business products; building referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program; assisting in strategies to grow the small business client and implementing appropriate sales plans to target Book of Business customers; delivering 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; providing Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals; recognizing transaction needs of clients, educating clients on all service and digital channels and leveraging technology/ marketing tools available to uncover opportunities, and presenting product offers/financial solutions; understanding and complying with Citibank policies, standards and procedures; appropriately assessing 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 include 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, and consistently demonstrating clear and concise written and verbal communication skills. Education required is a Bachelor's Degree/University degree or equivalent experience. This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities. Fingerprinting is required unless fingerprints are on file with NMLS Registry that are less than 3 years old. The position further requires maintaining and renewing that registration on an annual basis, updating registration information with the Registry on a timely basis, and providing the unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.