Personal Banker SAFE Act - Beverly Branch

The Personal Banker SAFE Act is an entry level position responsible for assisting in the execution of sales, product, or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers, build loyalty, and help increase sales to individual consumer clients. Responsibilities Work with business credit requests less than $250K, recognize or 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 base and implement appropriate sales plans to target Book of Business customers. Deliver client services, outbound calls, 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 transaction needs of clients, educate clients on all service and digital channels, and leverage technology/marketing tools to uncover opportunities, presenting product offers and 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. Salary and Benefits Full‑time salary range: $54,100.00 – $75,500.00. In addition to salary, Citi offers competitive employee benefits, including medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Equal Employment Opportunity Statement Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. #J-18808-Ljbffr Citi